What We Do
It’s our job to give you the confidence and financial freedom you need to do the things you’ve always wanted.
If it's important to you it's important to us
At Giles Turner Financial Planning, we believe that achieving the lifestyle you envision for yourself and your family is within reach. With a bit of planning, some creative thinking, and a financial planner dedicated to understanding your unique needs, it’s possible.
You may be questioning if you can afford to retire comfortably? Or if you can afford to spend some of your retirement funds to take that trip of a lifetime? You may be seeking advice on investing an inheritance, or looking to support your children’s private education - whatever you need, we’re here to help.
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Our highly qualified financial planning team is committed to helping you maximize the return on your life by planning to make the most of your wealth. Through our personalised, strategic planning, we aim to ensure you and your loved ones enjoy a happy, fulfilled life, free from money worries.
What is Lifestyle Financial Planning
​​Our aim is to help you clarify what you want from life, both now and in the future. We’ll explore your long-term goals, what matters most to you, and what your priorities are for the next stages of your life.​
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We will assess your current assets, income, expenditure, existing policies and plans. We will establish how your current situation aligns with your long-term goals and explore the options available to help you achieve and sustain your desired lifestyle. This analysis will form the foundation for our recommendations and the personalized financial plan we create for you.
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Financial products are the tools we use to help realise and safeguard your lifestyle aspirations. Using your personal financial plan as our guide, we will tailor our recommendations to fit your goals and risk profile, with ongoing reviews to ensure everything remains aligned.
We're in it for the long term
Lifestyle Financial Planning goes beyond simply recommending financial products—it encompasses much more.
Our approach fosters deep, enduring relationships with our clients, relationships that grow stronger over the years. By engaging with you on an ongoing basis, rather than occasionally, we are able to ensure you receive the full benefit of our service.
We take the time to truly understand the families, individuals, and businesses we work with, and we remember what matters most to you. We're here to support you through life's challenges, changing tax legislation, and stormy markets. We are on-hand to swiftly adjust your financial plans if required when circumstances change, helping you stay on track and one step ahead when life threatens to throw you off course.
What sets us apart is our appreciation of the importance of these relationships and our commitment to your ongoing financial well-being.
The Financial Conduct Authority does not regulate Cashflow Planning.