SEnse Financial Solutions
 

Lifetime Financial Planning

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At Sense Financial Solutions we offer a fully comprehensive, tailored advice service which takes an holistic approach to your finances, evaluating every aspect of your money and financial products. This type of financial planning is usually undertaken on a fixed fee basis.

Lifetime financial planning is the process of helping you identify and achieve your goals and aspirations.  We will help you to set those goals in order to build an integrated financial strategy and plan for the future.

Typical Goals

  • Sell my business
  • Retire early
  • Round the world cruise or journey
  • Pay off the mortgage
  • Contribute to education costs
  • Buy a home abroad

Lifetime Financial PlanningWithout a realistic plan, the likelihood of achieving your goals or any kind of financial independence is left to chance.  We will help you to put your plan into place and, using market leading software and cash flow plans, we will check your progress on an ongoing basis.  At each annual review we will help you to monitor the plan and make any adjustments, where appropriate and necessary, to ensure that you are moving in the right direction.

 

    Sense Financial Solutions    
  Sense Financial Solutions

Registered Office: 43 Walcote Drive, West Bridgford, Nottingham, NG2 7JQ, England. Registered No. 5313395.

Sense Financial Solutions Ltd is an appointed representative of Intrinsic Independent Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Independent Limited is entered on the FCA Register (http://www.fca.org.uk/register/) under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718.
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