1 Your Lifetime Wealth Model

Matching your current position with your future life needs

We use cutting edge software to graphically and mathematically build your strategic financial plan. We plot your income, assets, liabilities and expenditure. Once the basics are in place, we can add some key events, 'what if' scenarios such as the impact of education fees, early retirement or the purchase of a second home.

All the information comes together to produce an illustration of your cash flow throughout your lifetime. It gives us a clear picture of where you are now and the actions you need to take to achieve your goals. Financial decisions become rooted in fact rather than guesswork.

I particularly like the Lifetime Wealth Model. The closest thing yet to a crystal ball! Extremely clever, it gives a very rich and graphic model of how decisions today will affect financial life long into the future. That's invaluable.
Head of M&A, Leading City Law Firm

1 Your Lifetime Wealth Model 2 PWM Tax Optimisation Strategy 3 PWM Unique Investment Strategy 4 PWM Private Office 5 Your Consistent Service Experience