Independent lifestyle financial planning for senior executives

Plan for

A life worth living

As you approach retirement, you’ll naturally be thinking about what comes next. Will you have enough money to last? Will you be able to do all the things you wanted to? It’s a worry that can hang over your head and after years of hard work, you want to know that it will have all paid off.

Lifestyle financial planning helps you realise exactly what it is you want out of life and ensures your finances will be set up to effectively support your dreams. Whether it’s the trip of a lifetime, a house project or simply being able to pass on your wealth to your loved ones, you can have peace of mind that it’s all possible.

Because when you’ve got the clarity of your future (and of your money), you can start to get the most out of life – and truly seize the day in your retirement.


The value of investments can go down as well as up and you may get back less than the amount invested. 

How we can help

  • We’ll work with you to help determine your biggest goals and aspirations, and create a tangible life plan off the back of it.
  • We’ll take a look at your existing financial arrangements, and deliver a report of recommendations for making them fit for purpose.
  • We’ll work together on an ongoing basis to check in on your life plan and tweak it if necessary so that your goals and finances stay on track.

The journey starts here

Getting started on your chosen path is easier than you might think. We’ll work with you throughout a three-stage process, designed to spark the epiphany moment that will change your life for the better.

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Our clients

"Darren regularly manages to convince me that we aren’t about to run out of cash and can afford to do the things we want to."

Martin & Anna McMinn

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"Darren has encouraged us to go for our dreams and always has this in mind with his continuing advice."

Clare Wolage & Alan Hart

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"Darren’s steady guidance has ensured that my funds are well-managed."

Jon & Jayne Pepper

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"Reliable, trustworthy, pragmatic and a great listener. What more could you want?"

Rick & Gilly Craft

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in touch

Just fill in the form below and we’ll contact you to arrange a friendly chat.