Planning for retirement is not just about having enough to live off, it’s about having enough to live well in order to enjoy the lifestyle you envisaged during all those years at work.
Simplicity Financial Planning puts this approach at the heart of its service, believing that its role is to help clients see not just how much they need in the bank, but to help them develop a lifestyle plan for their retirement years.
“At Simplicity we believe in creating a life where the client takes control of their money, rather than their money controlling them. We don’t want to just manage their wealth, we want to manage their decisions for the future, finding out what drives their emotions and behaviours with regard to wealth and bringing clarity to their plans.”
While its offering is firmly rooted in the best financial advice and planning, Simplicity operates a simple and successful three-step process:
Clarity – beginning with a conversation to under-stand future goals and any financial challenges the client might be facing now or in future.
Finance – providing a jargon-free insight into their current situation and help clients see where advice and investment is needed to build a tax-efficient bespoke plan that facilitates a roadmap the client can feel inspired and motivated by.
Lifestyle – Simplicity will present the roadmap to the client to explain all aspects of the plan, implement the plan in line with the client’s wishes, and manage it as the client moves towards their goals.
The Simplicity Financial Planning team provides expertise and training, combined with state-of-the-art analytical software, to ensure clients get the best professional advice as they make decisions about major lifestyle changes. Whilst retirement planning is important, the firm also advises on divorce, bereavement and business planning.
Samantha Bradford added:
“We’re called Simplicity because we don’t believe money should be complicated. We take an approach that helps clients understand clearly what their goals are – lifestyle and financial – and how they can get there.
“By seeing the bigger picture at an early stage, instead of worrying about how they are going to manage in retirement, they can build a plan that gives them something to look forward to, putting in place a financial plan that matches the future they want for themselves and their loved ones.”