Booth Financial Planning
It’s time to tell us your story, we’re all ears. What do you really want in life? What is it that motivates you? Whether it’s security, clarity, peace of mind or freedom, it’s our job to get to the bottom of exactly what drives you, so we can work with you – long term
It’s time to tell us your story, we’re all ears. What do you really want in life? What is it that motivates you? Whether it’s security, clarity, peace of mind or freedom, it’s our job to get to the bottom of exactly what drives you, so we can work with you – long term – and get you to a point where you can kick back, relax, and enjoy a life of financial independence now, and into the future. What we do here at Booth is known as lifestyle financial planning. You’re not alone if you are wondering how that differs from traditional financial advice: it’s something we’re asked a lot. So, what is lifestyle financial planning, and how will it help you achieve your aspirations and the financial security you thirst for? Planning for the long term Booth clients know the way we work is long term, guiding them in a tailored way through the money side of their major life events. Being there when they need us and keeping them on track so their aspirations stay watertight as the years go by. This is what lifestyle financial planning is all about: it’s an ongoing relationship, and one that as a client of Booth Financial Planning, you’ll look forward to enjoying for many years to come. What we do isn’t centred on is financial ‘products’ or investments. Yes, certain products may work for you, but at the core of lifestyle financial planning is your story and until we’ve got to know where you are, where you want to be – and when – how could we possibly know whether a financial product would be right for you? The fact is, you might already be in a position to switch to your ideal lifestyle, you just don’t know it yet. Lifestyle financial planning will give you that clarity. Different hats, different stages You can look at lifestyle financial planners as wearing three hats: life planner, financial planner and independent financial adviser. We’ve talked about this more in the fly-outs below, as we thought it would be useful for you to know how we work. Why not give us a call so we can arrange our first chat? Once we’ve had that, we’ll be able to see if we fit together, and if what we do is right for you.
Address: Suite 6, Aquarium 101 Lower Anchor Street Chelmsford, Essex CM2 0AU, UK
Phone: +44 1245 584497
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