top of page
Business Owners

Clear Planning

We encourage our clients to think bigger about their lives, by understanding their goals and objectives whilst trying to make the very best use of their resources. We believe that by making decisions in the context of a financial plan, it will make a difference to the lives of our clients. 

Business issues

Work life balance

Booking time off before time on. Time pressures. Diary management.


Processes. Time management. Improving profitability. Cashflow. Outsourcing.

Money issues

FWF icons 1.0_Cash.png


When can I make work optional? How much do I need to maintain my lifestyle indefinitely?


How much do I need to earn? Do I have an exit strategy from the business? Do I know my number? (the cost of maintaining my desired lifestyle indefinitely).


Are my existing pension products suitable?

Keeping things simple

Am I well organised financially? A place for everything and everything in its place.

Investment concerns

Is my capital safe? What investment returns do I need? 

Case studies

Retirement Planning

Paddy (55) and Eileen (54) – Married
Business Owners

2 children (ages 27 & 29)



David (42) and Aoife (39) – Married

Business Owners

2 children (ages 4 & 7)


Family issues

FWF icons 1.0_Family review L.png

Start in life

Having funds available to pay for children’s education. Having funds available to help children in purchasing property or getting married.


Do I have adequate life assurance or other protection benefits in place to ensure my family’s lifestyle is protected in the event of my premature death? Can my family benefit from the value of the business asset in the event of my death?

Estate planning

Ensuring my assets are passed on to loved ones in the most tax efficient manner.

Long term care

Considering long term care requirements for elderly parents.

Lifestyle issues

FWF icons 1.0_Lifestyle L.png


Am I taking time out to look after myself? Are there other hobbies or activities I would like to do?

bottom of page