We’re passionate about helping people live their best lives and we’re eager to show that financial planning would benefit almost everyone. Our starting point as your Financial Planner is to get to know you, understand what your lifestyle is now and your desired lifestyle for the future. This helps answer a lot of the most important questions that you have, the most common are:

• Will I be okay financially when I retire?

• Can I retire early?

• What income do I need for my desired lifestyle?

• Will my family have to pay inheritance tax?

• Can I leave a legacy for my family and still have enough?

We are committed to building long lasting relationships with our clients, to build their financial understanding and give them confidence for their financial future. We believe in building client's financial plans before managing their wealth, to ensure clients don’t receive a product-focused service, instead, we focus on goals and desires for the future.

If you are considering retiring in a year or in ten years from now, the idea can feel equally nervous and exciting. You may have started to take a ‘stock check’ on your savings, investments and pensions but wonder when you can retire, whether you will be okay financially and will you have enough to allow you to live the life that you desire when you stop working.

With a Brierie Financial LifePlan, we can help you answer these important questions, navigate your finances most efficiently and keep you on route to your retirement destination.

Brierie Financial Planning can help you to:

• Identify your hopes and desires for your retirement

• Determine your required income in retirement to maintain your lifestyle

• Analyse your existing pensions, savings and investments and the suitability of them

• Create a Brierie Financial Lifeplan to guide you smoothly through to retirement and beyond

• Build a strong, long-lasting relationship with you, increasing your financial understanding and giving you confidence for your financial future

You’ve worked hard all your life and want to enjoy your retirement by perhaps spending more time with family, hobbies or travelling knowing you have enough to sustain your lifestyle. You may wonder whether you have sufficient financial provisions, whether they are in right place for you and the impact this could have on your family.

Brierie Financial Planning can help you to:

• Identify your hopes and desires in retirement

• Create a Brierie Financial Lifeplan that balances spending and saving in a way that is sustainable for your entire life

• Revise your financial provisions to ensure your resources are working as effectively as they can for you

• Optimise your tax strategy to minimise inheritance tax, leaving more of your assets to your family

• Provide a memorable legacy for your family

• Build a strong, long-lasting relationship with you, increasing your financial understanding and giving you confidence for your financial future

In Retirement

The Financial Conduct Authority does not regulate Tax Planning or Estate Planning

We understand that owning a business can be complex and stressful however, it can be extremely rewarding. Managing both personal and business finances can be difficult and time consuming amid a busy schedule. You may be considering your retirement plans, the impact on your business and wondering if you are making the right decisions to safeguard the future you have worked hard for.

Brierie Financial Planning can help you to:

• Identify your hopes and desires for your future and retirement

• Create a Brierie Financial Lifeplan to coordinate your personal and business financial arrangements

• Determine your future exit strategy for your business, whether you’re planning to sell your business or pass it on to a family member

• Make tax efficient withdrawals from your business

• Protect an income for you and your family if things don’t go as planned

• Build a strong, long-lasting relationship with you, increasing your financial understanding and giving you confidence for your financial future

Business Owner

The Financial Conduct Authority does not regulate Business Succession Planning

For professionals, managing personal finances can be difficult and time consuming amid a busy schedule. You’ve work hard, and often sacrificed to achieve your successful career however, it’s so important to look to the future and reap the benefits of your hard work. We understand the challenges you may face with tax and providing for your family.

Brierie Financial Planning can help you to:

• Identify your hopes and desires for your future and retirement

• Create a Brierie Financial Lifeplan to coordinate your personal financial arrangements

• Analyse your existing pensions, savings and investments and the suitability of them

• Optimise your tax strategy to minimise tax, leaving more of your assets to you and your family

• Build a strong, long-lasting relationship with you, increasing your financial understanding and giving you confidence for your financial future.

We’d love to hear from you! To find out more or book in a free, no obligation meeting, complete the form and a member of our team will be in touch.

Let’s talk!

So often clients tell us

"We wish we'd contacted you sooner!"

Don't delay, contact us today!