Lifestyle Financial Planning Explained
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People often come to us asking ‘what is Lifestyle Financial Planning’ and ‘why do I need it?’.

What is Lifestyle Financial Planning?

Lifestyle Financial Planning is essentially building a financial plan around the lifestyle you want to lead, today and into the future. It is based on your goals and takes into consideration many other factors such as current income and expenditures.

Find out more about what Lifestyle Financial Planning is here.

Why do I need it?

Your plan would be unique to you and tailored to your requirements. By planning your financial journey, you will be on the right path to achieving financial independence without any uncertainties about money or your finances you may have.

How can it help me?

The Mathews Comfort Financial Planning service can offer those seeking clarity and peace of mind around their financial future, lifestyle and financial objectives.

Read more on how Lifestyle Financial Planning can help you. 

How is going to a Lifestyle Financial Planner different to visiting a Financial Adviser?

A Lifestyle Financial Planner will not monitor your assets in isolation, nor will they focus on financial products, but will gain a complete understanding of you and your desired lifestyle.

Lifestyle Financial Planners assess your current situation, including income, investments, family set up, job and more, as well as your financial goals, what you want to do in the future and why.

A Financial Adviser, on the other hand, will generally advise you on a specific area, such as pensions or tax and will rely heavily on financial products.

Find out more about the differences here.

To arrange an appointment please complete your details here and a member of our team will be in touch.