Goal-based Financial Planning

Financial Planning is about being able to answer those key important questions:

Are we going to be OK if one of us couldn’t work?
What happens if we decide to downsize?
Can we put our children through further education?
Can we walk away from work at a time of our choosing and not when the boss decides?
Can we do those things in our lives that satisfy our values, that achieve our goals without fear of later on running of money?

We use cashflow modelling software to enable us to understand the possible effects of financial decisions on our clients lifetime wealth.

We first create your personalised lifetime plan, which provides a snapshot of your current financial arrangements and expenditure, we then fast forward to see what the likely results are in the future, quickly identifying potential issues. We can then work together to identify your individual goals and lifetime cashflow needs.

Once your lifetime plan has been created, we apply our knowledge and skills looking for potential opportunities and risks. At subsequent reviews, track progress against your individual goals.

That is what our service delivers to our clients. It is not about telling you what you want to hear, it’s about telling you what you need to hear – the truth about your money.

I need to know if my plans are on track, I would like to arrange a no-obligation meeting or call back.

Arrange a call back

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SJP Approved 14/11/2023

Berkshire Financial Planning Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The 'St. James’s Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James’s Place representatives.

Berkshire Financial Planning Limited is registered in England and Wales, Number 12668513. Financial Conduct Authority (FCA) Firm Reference 841673. Registered Office: First Floor Unit S, Roentgen Road, Basingstoke, England, RG24 8N.