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Plan Better..Worry Less.
Live More
Crafting Your Personal Financial Journey

Our 'Pathway to Prosperity' process is designed to be transparent, personalised, and focused on your unique goals.

Connect (Initial Chat)

In our first 30-minute chat, we lay the groundwork for a strong financial future. This casual conversation lets us get to know each other. We'll talk about your life, your dreams, and what you're looking for in financial planning. Think of this as the first step on a journey we'll take together, with no pressure, just a friendly chat to see how we can help.

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Discover (Goals Meeting)

Next, we dive deeper into your aspirations during a more detailed meeting focused on your long-term goals. Whether it's retirement dreams, education for your kids, or a vacation home, we want to hear what's important to you. This is a safe space to share your vision for the future, and together, we'll start sketching the blueprint of your financial roadmap.

Analyze (Data Gathering)

With your goals in focus, we'll gather all the necessary information about your current financial situation. This includes reviewing your assets, liabilities, income, and expenses. Think of it as financial detective work where we piece together the puzzle of your finances. Our aim? To build a financial plan that's as unique as you, grounded in a thorough understanding of where you stand today.

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Plan (Recommendations Meeting)

Armed with insights from our analysis, we'll reconvene to share our recommendations on how to bridge the gap between your current financial landscape and your future goals. This step is all about strategy, options, and clarity. We'll walk you through each recommendation, ensuring you understand the why and the how, empowering you to make informed decisions about your financial future.

Evolve (Ongoing Review)

Financial planning isn't a one-time event; it's a journey that adapts as your life unfolds. We commit to an ongoing review of your financial plan, ensuring it remains aligned with your changing needs, goals, and circumstances. Whether it's a new job, a growing family, or unexpected twists and turns, we're here to navigate it together, keeping your financial plan as dynamic as your life.

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Let's embark on this journey together

Some of the areas we will cover...

Retirement Planning

Cashflow Forecasting

Inheritance Tax Planning

Pensions

Life & Health Insurance

Gifting

Investments

Spending Plans

This program will provide you with.............

A Clear Financial Roadmap

You’ll gain a step-by-step plan tailored to your unique goals, providing clarity and direction for your financial future.

Confidence in Your Financial Decisions

With expert advice and ongoing support, you’ll feel empowered to make informed decisions about your investments, pensions, and overall strategy.

Peace of Mind About Your Future

Know that your finances are aligned with your life goals, ensuring a secure and sustainable future for you and your loved ones.

Tools to Adapt as Life Changes

Our ongoing reviews and detailed cashflow modelling will keep your plan flexible and adaptable to any changes in your circumstances.

Our Fee Philosophy
 
Transparency and openness are at the heart of how we work with our clients.
 
We believe it’s essential to provide a clear and detailed explanation of our fees at every stage of the process, ensuring there are no hidden surprises.

Our approach is rooted in fairness—fees are based on the complexity of the work involved in creating your financial plan.

Some clients may require more detailed and intricate planning and implementation, while others may have simpler needs.

This approach ensures that you only pay for the level of service you need and the complexity of the advice provided.

Not all clients require every stage of our advice process, and we’ll help you decide what’s right for you during our initial meetings.

If you have any questions about our fees or the services we provide, please don’t hesitate to contact us.

Before proceeding with any chargeable work, we’ll provide you with a detailed estimate of costs following your initial meeting.

Your consent will always be obtained before any fees are incurred.

Ready to Take Control of Your Financial Future?
 
Start your journey today with a complimentary 30-minute consultation. Together, we’ll create a roadmap to financial freedom and peace of mind.

Any information given on this site is not to be taken as Financial advice and is therefore not regulated by The Financial Conduct Authority (FCA).

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Journeyhappy Financial Planning is a trading name of Anthony Pound who is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Tony Pound is entered on the FCA register (www.FCA.org.uk) under no. 1041204

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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Client Agreement

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