Your WealthGPS Journey...
You wouldn’t set out on a journey without directions...
...so why would you set out on your financial journey without Your WealthGPS?
WealthGPS is your journey which has been purposefully designed to ensure that your financial plans are fully aligned to your most deeply held values and help you achieve your life goals.
WealthGPS creates an actionable plan, which allows us to work in partnership with you, your family and your other professional advisers to give you confidence over your finances and peace of mind that you have a team by your side to help navigate life.
1. Your Financial Roadmap
Your Financial Roadmap meeting is at our expense and without obligation. It is a chance for us to know exactly what is most important to you, enabling us to truly understand your values and goals as well as your current financial reality.
Your Financial Roadmap is a physical document that you will take away with you regardless of if you become a client or not. If at the end of the meeting we agree that we are a right fit for each other, we will invite you to become part of our client community.
If you’re happy to proceed, we will agree the cost of our work and complete our client agreement. We will send out our planning proposal post meeting.
What we will do...
Show you how much is enough and align spending your money and time on what's most important.
Help, over time, reduce and minimise your income tax, capital gains tax, lifetime allowance and inheritance tax liabilities.
Give you the confidence to give your money away to family and causes that mean the most with a warm heart, not a cold hand.
What we won't do...
Only focus on your money and financial products, whilst ignoring everything else in your life.
Give you a plan and run, leaving you to face the retirement journey on your own.
Recommend anything to you that we wouldn't recommend to ourselves our our family too.
How we invest your money...
Our investment beliefs are as follows...
Before we invest your money, we always create a lifetime financial plan and establish your clear individual investment goals which are reviewed on a regular basis.
Invest in a globally diversified portfolio of equities and bonds, getting the balance right for you.
We can’t control what happens in the markets, but we can control what you pay to invest. Minimising costs can play a key role in helping you achieve your goals.
Construct an investment strategy that is reviewed, monitored and rebalanced; keeping you on track by helping you avoid costly mistakes.
What our clients say...
"I would highly recommend TFP to anyone wanting some help and advice planning their financial futures."
"Dan has been informative and made us feel like we were his only clients. Highly recommend and lifelong clients now!"
"Their attention to detail and the client service they provide is second to none. It is a pleasure working with them."