Real Life Financial Planning
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What’s important is your life, not your money

What’s your biggest concern?

The next financial crash?

That you don’t have a financial plan?

That you’re not living the life you were meant to live?

At Real Life Financial Planning we help you to live the life you’re meant to live.

By focusing on you and what you really want from life, we help you to achieve your dreams and goals by structuring your money to support the life you want to live.

Whether you’re just starting to build your financial portfolio or you’re thinking about planning your retirement, we’ll help you to feel confident, inspired and passionate about the life you can achieve through your money.

Who we help

We provide affordable life planning, financial planning and wealth management services to individuals, couples and families. Life Planning works particularly well for people who are:

  • starting a new job

  • starting a family

  • buying a property

  • going through divorce

  • planning for retirement

  • receiving an inheritance

 

What is Life Planning?

Life Planning is the process of discovering how exactly we want to live our lives, and making it happen. After all, life’s not a rehearsal. 

Most financial advisers focus on the numbers - budgeting, investments, taxes, estate planning, or insurance - without exploring the broader context of a client’s life. But, by focusing on you and the life you want to live first, we can create a financial plan that gives you a clear strategy and makes your goals a reality.

We’ll help you to think about the big issues such as: What makes you most happy? What inspires you? What a successful life looks like to you? What you’d do if money wasn’t an issue? 

This might result in you retiring early, changing career or moving home. Whatever it is, we’ll help you to explore it and then show you how your finances can be structured to help you achieve it.  

What our clients say

 
“The outcome of working with Michael is that I can afford my dream retirement and I’m now living it! This has been life-changing for me.”

“The outcome of working with Michael is that I can afford my dream retirement and I’m now living it! This has been life-changing for me.”

Joe

“Michael has helped us to ‘light the torch’ and drive us to where we are now. We’re now confident about where our finances are taking us.”

“Michael has helped us to ‘light the torch’ and drive us to where we are now. We’re now confident about where our finances are taking us.”

Jackie

“I never felt intimidated by Michael. He explained all my options clearly and enabled me to find the right path. Now I can see my future clearly and I’m excited about living it.”

“I never felt intimidated by Michael. He explained all my options clearly and enabled me to find the right path. Now I can see my future clearly and I’m excited about living it.”

Catherine

 

Here to help

We’d love to hear from you. You can email michael@reallifefinancialplanning.co.uk or give us a ring on 0131 556 0739. Or complete the form by clicking below.