Lifestyle Planning

Welcome to Lifestyle planning, our premium service offering bringing you all the elements of Active Wealth and more. We ensure that the focus is not only on the investment of your hard earned money but that it also takes account of your personal and financial goals.

We utilise the expertise of professional investment managers to build an individual risk adjusted portfolio, designed around your investment and lifestyle goals.  We use our own experience and the latest industry software to create and provide you with a comprehensive income and expenditure forecast which can incorporate the different future life events you may be faced with.  This is very much a two way service and as such requires your involvement and commitment to produce the best outcome.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.