Financial Planning Adviser, Consultant | Charterbridge Private Financial Planning | Private Financial Planning

Charterbridge

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The values of Pensions and Investments and the income they produce can fall as well as rise.  You may get back less than you invested.  
Your home may be repossessed if you do not keep up the repayments on your Mortgage.

 

Welcome to Charterbridge Lifestyle Financial Planning.

 

 

Hello….  I’m Allan Bullock and in a nutshell, I specialise in ‘Lifestyle’ Financial Planning, bringing 25 years experience and professional disciplines to bear on our financial choices in life.

One of the most important aspects of Financial planning (a particular feature of the review process), is to ensure that you’re achieving the best available compound growth, relative to your Attitude to Risk (ATR) and comfort zone.

Quite simply, I establish where you are now by pulling your existing resources onto the same page (Income/Expenses, Property and Chattels, Pensions, Investments,  Insurances etc.), comparing them to Top-Quartile funds and well known benchmarks like the FTSE 100, to ensure that you’re getting the best value from your current holdings.

 

Lifestyle Planning.

Together, we’ll explore your Lifestyle objectives in detail, to identify what’s important to you about money and to determine what you’d like to improve.

We review your tax position, combining tax-efficiency with your lifestyle objectives, producing  cash-flow projections to age 100, encompassing everything that you want in your future.

Importantly…we develope strategy to ensure that you never run out of money… no matter what happens.

Inter-active cash-flow modelling… brings your current and future financial position to life in real-time while prudently checking what might happen in the event a catastrophe strikes, like a premature death, serious illness or a collapse of the financial markets.  In my experience, it makes excellent sense to be aware of and prepared for, any of life’s downsides.

Lifestyle Financial Planning is mainly about making money work smarter for you…

I provide a written analysis/report at least once a year updating your: tax efficiency, financial security,  cash reserves, efficient mortgage repayment, adequate pension provision,  Attitude to Risk and investment growth, smart acquisitions, providing for children, holiday funds, long term care plans, family trust funds, Inheritance Tax, gifting… and much more.

Together, we constantly monitor your progress, especially compound growth and returns on your savings, pensions and investments. Sadly, the evidence for most people is that  ‘financial monitoring’ is neglected, yet has a massive impact on long term outcomes and financial security.

At the heart of the professional analysis and process, I take whatever time is required, to develop relationships, to earn trust, to listen, to uncover and understand the finer detail of your financial concerns and ambitions.

The analysis, reports and action plans provide clear guidance and documented monitoring of the bespoke strategy employed for your objectives, savings, investments, pensions, trust and estate matters, creating a well-posted route to success in each area.

The following pages explain how working with Charterbridge provides security, prosperity, satisfaction and peace of mind for you and the people you care about most.

If you haven’t worked with a Lifestyle financial planner before,  rest assured that we’ll make your transition to full control of your financial landscape, in simple, easy-bite stages.

By  it’s nature and design, my service is very cost-efficient… Confidential exploratory meetings are always free of charge and you can read Client Testimonials in the ‘Who we are’ drop down box above.

Beyond doubt, establishing a successful Lifestyle Financial Planning relationship brings about  ‘substantial peace of mind’ and Clients’ tell me…. that this is what we do best…. together.

I look forward to working with you and delivering the successful outcomes you deserve.

Learn more


Allan Bullock – Chartered MCSI.

Lifestyle Financial Planner.

 

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