Capital Gains Tax Calculator
Financial Planning to help you love living your life, your way
Life Planning and Financial Services
Some people have spent years climbing up their ladder only to find that it’s been leaning against the wrong wall. Time must be given to find what you want out of life. Only then can financial planning give you real value. Our advisors are here to help you to understand where you are now, ask the right questions to find out where you want to be and help discover what you need. Our mission is to give you the tools and financial means to help your future-self live a life you love.
About Alan Moran
Alan Moran is one of the most highly qualified advisers in the UK. He became a Certified Financial Planner in 1995 and he was one of the first Chartered Financial Planners in 2005.
He is a Chartered FCSI, a holder of the IMC certificate and member of CFA UK, and he is continually attending seminars and conferences to enhance his reputation as an expert in wealth management and investing. His expertise has been called upon by The CII, The IFP, The Kinder Institute, and others, where he has trained and examined other financial advisers.
How Financial Planning Can Transform Your Life
Alan Moran
In this book, Alan explores the complexities of how a truly successful financial plan, should increase not just wealth and riches, but your happiness, health and familial wellbeing.
Our Process
We use a three step planning process.
1 Life Planning
Our primary service is Life Planning – understanding your goals and what you want to achieve financially over 5-30 years. We explore what drives you and what you want your money to do. Without these answers, no financial decisions can be made. We’ll identify costs of your desired lifestyle and future goals.
2 Financial Planning
We analyse all existing arrangements and project their future value using sophisticated software to show your complete financial future. We examine income, expenditure, and catastrophe scenarios, then model “what if” situations to achieve your goals. This is when clients understand what’s needed and money starts making sense.
3 Independent Financial Advice
Only if your financial plan requires products do we research the entire market using sophisticated software to compare performance, volatility, and asset allocation. We provide rigorous analysis and detailed recommendations suited to your specific objectives. This reverses typical product-first approaches. We believe advisers have no right to sell without this comprehensive process.
Our Guides
Informative, educational guides..
Leave the calculations to us
Equity and tax planning can be overwhelming. Our tools do the heavy lifting so you can focus on what matters.
