Financial Life Planning
Our Financial Life Planning Service brings together technical expertise, cashflow modelling and the human touch to create a solution tailored towards your overall life goals and values.
Our process starts with understanding where you have come from with regards to your beliefs, attitudes and relationship to money.
We help create your vision for life and look at any obstacles that may get in the way of achieving your overall goals.
The Financial Life Planning Service is designed to provide you with the peace of mind that allows you the opportunity to stop worrying about your money and start living the life you want, helping you focus on what makes life meaningful to you, so your finances are aligned with your personal values.
Our Monitor and Review service ensures that your Financial Life Plan remains on track and adapts to changes in your life.
Clarity Confidence & Direction for Your Future
At last! Accurate forecasting and cashflow modelling that tells you the truth about your financial future. Your Financial Plan incorporates various bespoke software to help you understand your current position and the benefits to you of any changes you decide to implement.
Please click on the links below to review our sample gallery of reports.
The assumptions used for the example reports are detailed in the final slide.
Real Money Cashflow
Assets Detailed
Asset By Type
Data Assumptions
"After a bad experience, I was delighted to find a Financial Planner I could trust in Nigel, You can trust him to give sound advice, good value for money and to deliver on his promises."
D James
JDA
"Nigel has provided us with a range of financial advice for a number of years. Both my wife and I find him professional and reliable, with a real knack for explaining complex financial scenarios and alternatives, helping us to make informed and reasoned decisions."
M Chitty
Realise Developments
"Imagine Financial Planning has provided me with financial advice for a number of years for both my private finances and for my business finances in my capacity as director. I trust and greatly appreciate their advice"
John Jepps
Thomas MacKay Ltd
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Imagine Financial Planning is a Trading Style of Positive Solutions. Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate advice on commercial mortgages, some buy to let mortgages and matters of taxation including inheritance tax planning. Registered as a Limited Company In England And Wales No. 3276760 Registered Office: Positive Solutions (Financial Services) Ltd, Riverside House The Waterfront Newcastle upon Tyne NE15 8NY."
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