SO, LET’S ASSUME YOU LIVE TO BE 100…

Financial goals and life goals are a bit like a garden. You have to give them time and be prepared to change. That’s why we create a Financial Plan with you that reflects your goals as they are now until you reach the ripe old age of 100. We call it lifetime planning. 

We use state-of-the-art technology to add clarity and simplicity to our work, but at heart, Buckle & Partners still place great value on relationship-based planning.

What might that include? Anything from early pension planning to downsizing; school fees and student loans to helping your children climb the first rung of the property ladder; Inheritance Tax planning to tax efficiency. And because life isn’t always plain sailing, we can also help to protect you and your family against things like redundancy, illness and death. 

Every year a dedicated team will review your plan with you to make sure it’s still on track. 

And because being able to see how long your money may last can do amazing things for confidence, we like to illustrate your lifetime cash flow, graphically. This also shows you what effect our planning recommendations may have.  

Some people like to see this in great detail. Others are happy with just an overview. Either way, if you want your financial goals to fulfil those you set for your life, talk to us