Lifetime Financial Planning

We all know only too well that we have just one life, and a finite amount of time to achieve all the things that we want to do.

But what does that look like? Well, your own set of life goals is as individual and unique as you are. They will be a combination of must do’s, want to do’s, and would love to do’s. They will also be affected to a greater or lesser extent by your personal resources and by your confidence in your ability to achieve them.

Our job is to help you to understand you and your personal situation. To help you fit all of this together. We will work with you to design and implement a plan which is bespoke, flexible and within your means.

If there are issues, and lets face it things sometimes go wrong, we won’t mess about, we will present the facts clearly and how your plans are affected. We will then work with you to combat those issues head on and get things back on track.

Our planning journey ‘engage’ has 6 stages.

  • Awareness
  • Life Plan Analysis
  • Consideration
  • Let’s Plan
  • Forward Planning
  • Achievement

To view the entire process click below.

  • At Ernest Grant our core service is helping you achieve your lifetime goals, now and in the future.
  • We aim to give you peace of mind that you can do the things that you want to do, without feeling guilty that you are spending today at the cost of tomorrow.
  • We make sure that you can continue to do this throughout your lifetime, no matter what happens.
View our engage process