Discover
Login

ADVICE TO HELP YOU MAKE CHANGES

Our advice helps people create a structured plan to support lifestyle changes.
Whatever your situation and whatever pensions and investments you already have in place, we’ll pull everything together so you can see a way forward.

We see pensions & investments as a means to an end, not a starting point

Yes, pensions and investments are crucial, but how can you manage them effectively if you haven’t made decisions about the way you want to live?

HOW CAN FINANCIAL PLANNING HELP?

Everyone has a PLAN A right now, but often it’s neither documented nor thought out in detail. Typically, this means simply keeping things as they are. Maybe continuing to build a pension pot at work, or hoping to draw down on one when you’re 65. But what’s the point of a large sum of money when it’s not going to be used to change things for the better?

If we can establish the lifestyle you really want, a new plan can be created to outline how that might happen and when.
Do you want to retire earlier, or go part-time in a few years – and if so, when? To change jobs in your 50s to something with less pressure? To use funds you’ve built up to help children get on the property ladder?

That’s where PLAN B or PLAN C options may help to bring about good changes at the right time, including those pensions and investments.

Our plans are based in reality

We’ll review your finances and discuss your goals, to see where you stand now and what’s realistic for the future.

You’ll then get tailored options for your own PLAN B, with cash flow modelling showing how each could be achieved and milestones you can work towards each year.

There might be something you can do right now that may improve the outcome from your pensions and investments. It might make sense to consolidate multiple pensions, for example. Maybe there’s a way you can manage spending more effectively. Or perhaps the most sensible thing to do right now is to pay down the mortgage faster. Let’s compare options in PLAN C.

Whatever your chosen lifestyle, we’ll provide ongoing advice to manage your plan with an annual review and regular contact during the year. The world changes, life changes, goals change – we’ll always make sure your plan follows the direction you want to travel.
Find out about our planning process

Let’s get to know you better

To get a better understanding of your needs we need a little more information. All your information is held confidentiality and will not be passed to a third party.

Any personal information you give to us will be processed in accordance with the UK GDPR / Data Protection Act 2018 and GDPR. Poppyblu will use the information to manage any request and provide you with any relevant assistance.