Building plans
that change lives

What we do

Lifestyle Financial Planning

Whether managing the success of your business, starting a family, or approaching retirement. We will work with you to design a plan that creates the lifestyle you want, achieving those life goals you’ve always dreamt of along the way. 

At Leading Edge we look to uncover risks and prepare solutions before they occur, ensuring that your future plans aren’t affected. We believe that when life gets complicated, the last thing that should be concerning you is your finances.

Our Process

  1. Introductory Meeting

    Everything begins with a short Introductory Meeting (video/phone) in order to understand your situation and answer any questions that you may have. You’ll get to know us and we’ll start to get to know you.

  2. Discovery Meeting

    If both parties decide that our service is well aligned to your needs, we will schedule a Discovery Meeting (face-to-face/video) – this will usually take a couple of hours. During this meeting, we’ll gain a true understanding of your circumstances – what’s important to you, what drives you, how you’ve got where you are, and where you want to be.

  3. Presentation Meeting

    Having gathered this information, analysed all the data from your existing providers, and researched the most appropriate solutions, a tailored financial plan will be presented to you during a Presentation Meeting. Should everything be to your satisfaction your plan will then be implemented – everything is taken care of for you.

  4. Monitoring and Review

    This is the start of our journey. With the initial strategy in place our work can begin on monitoring and reviewing the progress. Over time your objectives may change, your circumstances will change, markets change, budgets change, regulatory requirements and products change. Our 6-monthly Review Meetings - powered by our cutting-edge technology and state of the art planning tools - will ensure deviations can be assessed, understood and accounted for.

Recommendations

Recommendations within your plan could include a new pension, a pension transfer, investment portfolio reviews, ISA recommendations, investment accounts, bonds, succession planning including trust work, tax planning including inheritance tax mitigation, and protection policies. 

Or for business owners, tax efficient cash extraction from your business, corporate investments, commercial property held in SIPP or SSAS, business protection including Relevant Life, Key Person and Shareholder Protection. 

These are simply tools at our disposal to help you achieve the life you desire, through meaningful financial planning.

Money is not an end in itself, it's there to serve your life and goals.

Ready to dive in?
Get in touch today.

Contact us

Regulated by the FCA

Leading Edge Wealth Planning is regulated by the Financial Conduct Authority registration number (972596). The FCA ensures that financial advice is honest, fair and effective so that consumers get a fair deal as part of a stringently regulated system.

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