We focus on the right questions, listening to you, respecting you, understanding you. Once we fully understand you, your goals and ambitions, we build a comprehensive financial plan and cashflow forecast to help you see your future with more clarity and confidence. Once you have the reassurance of knowing where you're heading financially you can focus on the life you want to live.
We utilise dynamic technology to minimise complexity and clarify your financial arrangements. So, as you consider or approach retirement, Imagine will guide you through the opportunities and challenges you may face, supported by our innovative and plain-speaking approach. Imagine is an independently owned, fee based Financial Planning practice, supported by one of the largest advice networks in the country.
This is supported by our independent status, which is vital for achieving a truly tailor-made financial plan. Imagine are independent financial planners, which means our duty is solely to our clients. As your 'trusted adviser', we apply creative thinking that keeps the focus on you and not on financial products.
We utilise dynamic technology to minimise complexity and clarify your financial arrangements. So, as you consider or approach retirement, Imagine will guide you through the opportunities and challenges you may face, supported by our innovative and plain-speaking approach. Imagine is an independently owned, fee based Financial Planning practice, supported by one of the largest advice networks in the country.
This is supported by our independent status, which is vital for achieving a truly tailor-made financial plan. Imagine are independent financial planners, which means our duty is solely to our clients. As your 'trusted adviser', we apply creative thinking that keeps the focus on you and not on financial products.
Services
A Financial Planner should help you answer the most important questions: 'Am I OK?' and 'Can I live the life I want?'.
That philosophy inspired us to create Imagine and it's what continues to drive us today.
Our Lifewealth process approach goes beyond traditional financial planning by keeping the focus on your ideal life, to give you complete clarity, confidence and control in your financial life.
We believe in applying inspired thinking that's intuitive to your needs.
We are here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day.
That philosophy inspired us to create Imagine and it's what continues to drive us today.
Our Lifewealth process approach goes beyond traditional financial planning by keeping the focus on your ideal life, to give you complete clarity, confidence and control in your financial life.
We believe in applying inspired thinking that's intuitive to your needs.
We are here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day.
We've built our business from the ground up to ensure you're able to live the life that you want.
We have an innovative approach to understanding your relationship with money and use that knowledge to create a financial planning strategy that fits your life.
Our goal is to give you genuine control over your financial life.
To help you to understand 'your number': the amount of money you ultimately need to ensure you have complete peace of mind in knowing your future lifestyle is secure.
LifeWealth means making clearer, more informed, more honest choices.
We have an innovative approach to understanding your relationship with money and use that knowledge to create a financial planning strategy that fits your life.
Our goal is to give you genuine control over your financial life.
To help you to understand 'your number': the amount of money you ultimately need to ensure you have complete peace of mind in knowing your future lifestyle is secure.
LifeWealth means making clearer, more informed, more honest choices.
John was 57 and enjoyed a successful, prominent career, having worked in retail for over 30 years with a FTSE 100 company.
In recent years, his appetite for the job changed and he was starting to wonder if it was time to retire and enjoy the next stage of life.
After a major restructure and change of direction within his company, John was trying to understand if he could really retire and maintain the important things in his life.
He was unsure of his next steps and introduced to Imagine by a close friend.
In recent years, his appetite for the job changed and he was starting to wonder if it was time to retire and enjoy the next stage of life.
After a major restructure and change of direction within his company, John was trying to understand if he could really retire and maintain the important things in his life.
He was unsure of his next steps and introduced to Imagine by a close friend.
While our clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least 300,000.
This might sound clich, but we will only work with genuinely nice people with whom we share a mutual respect.
If this sounds like you, and you have saved at least 300,000 towards your retirement, we would love to speak with you.
Let's get in touch.
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need.
This might sound clich, but we will only work with genuinely nice people with whom we share a mutual respect.
If this sounds like you, and you have saved at least 300,000 towards your retirement, we would love to speak with you.
Let's get in touch.
While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they need.
The value of pensions and the income they produce can fall as well as rise, you may get back less than you invested.
Retirement should be one of the most enjoyable and fulfilling stages of your life.
It should offer exciting new opportunities and the financial freedom to fulfil your dreams.
It is essential that you start to plan for your retirement as early as possible, so that you can live comfortably, in the knowledge that your lifestyle needs are covered.
This will mean careful consideration of your pension fund throughout your working life.
Retirement should be one of the most enjoyable and fulfilling stages of your life.
It should offer exciting new opportunities and the financial freedom to fulfil your dreams.
It is essential that you start to plan for your retirement as early as possible, so that you can live comfortably, in the knowledge that your lifestyle needs are covered.
This will mean careful consideration of your pension fund throughout your working life.
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