We create powerful lifetime forecasts to assess whether you will have sufficient cash to live the life you have worked for
Our Wealth Management Process
1) The Lifeline Process
This is completed prior to the Lifeline Discovery Meeting.
It will help you calarify your thoughts, plans and objectives for the coming years.
2) The Lifeline Discovery
Meeting to discuss your goals, needs and concerns along with how we can help you.
3) Identify Priorities, Recommendations and Implement Strategies
This process will identify your objectives, cover the alternatives available to you, in order for you to meet your goals and remove any worries or concerns.
It will recommend specific solutions and provide selected implementation strategies.
4) The Planning Stage
An exceptional meeting to discuss, review and amend your Lifeline Wealth Creation Plan prior to implementation.
5) The Instruction and Action Process
A series of meetings to implement recommendations within the Lifetime Wealth Creation Plan.
These can be with or without a Planning Stage meeting.
Meet the Financial Dimensions Team
For your convenience, we also operate from a number of satellite offices where we can meet you and attend to your needs by an arranged appointment:
Get in touch
If you are interested in our services or want further information, please email us using the form below:
Financial Dimensions UK Ltd.
Telephone: 01388 818 166
Registered in England & Wales as a Limited Company No. 05303610.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.