top of page

What is financial life planning?

Financial Life Planning is a detailed process that starts by helping you to identify your heartfelt dreams and ambitions, establishes a plan to remove any blocks or barriers standing in your way, then structures your financial resources to turn your dreams into a reality.

Do you:

  • Lose sleep over whether you are doing the right thing with your money?

  • Distrust Banks and Financial Advisers when it comes to money advice?

  • Feel like you’ve buried and forgotten a long-held dream or ambition?

  • Think your Financial Adviser values the relationship with your money more than you?

  • Do you wish you had more time for yourself? More time for your pleasures, hobbies and interests?

  • Get bored by Financial Planning or does it cause you anguish?

  • Feel like you’ve achieved your potential in your chosen career?

  • Worry about stock markets and inflation? Or that one day you will run out of money?

Financial Life Planning can help you to break free. A Financial Life Planner will value and cherish the relationship they have with you – not your money. They will really listen and help you to discover what matters most in your hectic life.

Robin of Bluecoat Wealth Management is a Registered Life Planner®, one of currently just 40 registered in the UK, trained and accredited by the Kinder Institute.

Make contact today to find out how we can help you to create a Plan to deliver what you most desire. We believe that life is not just about money, but QUALITY OF LIFE.

Featured Posts
Recent Posts
Search By Tags
No tags yet.
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
bottom of page