Financial Planning

What is Financial Planning?

People do not often have the time to educate themselves on the main principles of Financial Planning and often overlook how even the smallest choices can impact their long-term financial objectives.  The importance of prudent financial planning can sometimes be forgotten, with the focus on financial products and investment choices being at the forefront of our financial decisions.


You may already have financial products geared to fulfilling specific life goals, each with their own projected outcomes.  But what do those projections mean in real terms?  Will your projected values be enough to achieve your goals and provide the money you need at the right time?

Our Financial Planning Process

  • Gain an understanding of your life goals, values and philosophies about money
  • Gradually cultivate a relationship with you based upon mutual trust and respect
  • Determine your net worth by identifying all of your assets and liabilities
  • Gather detailed information about your expenditure
  • Construct a cash flow statement based on your income and expenses
  • Analyse your income and expenditure, developing a workable budget that you can stick to
  • Gather and analyse financial statements
  • Discuss your various life planning goals

   Some of the questions we aim to answer

  • At what age can you afford to retire?
  • How much can you contribute towards your children's education and still remain on track to achieve your other life goals?
  • What is your net worth?
  • Are you drawing earnings out of your business in a tax efficient manner?
  • How will having another child impact your family's financial goals?
  • How much can you afford to pay for a house?
  • How much do you spend and on what?
  • How could inflation impact your goals?

Ultimately our aim is to help you feel more comfortable and confident that your financial goals are attainable - your money should be working as hard for you as you do for it.

As well as analysing your financial planning requirements, via our extensive professional contacts, we can also assess your financial products, from pension plans and investments to mortgages and protection products.

Jacqueline Lee-Lis LLB (Hons), APFS, EFP

Jacqueline Lee-Lis is one of the UKs leading specialist Chartered Financial Planners.  In a career spanning over 30 years, Jacqueline has built a reputation on outstanding service, simplifying complex areas of advice and, backed by specialised qualifications, has played an instrumental role in supplying solutions to private individuals and corporate clients.


In a world of ever changing and more complex legislation, Jacqueline has always remained ahead of the game and is perfectly equipped with the skills, experience and knowledge to provide guidance in all areas of your financial planning.

Chartered Status - The Ultimate Symbol of Professionalism


Genuine professionalism has never been so valued - or so necessary.  The Chartered titles awarded by the CII are steeped in history, but they remain today's "Gold Standard" of excellence and integrity.  Take a look at the video below for futher information about the "Gold Standard".

Please contact us with your requirements or to find out more about the Financial Planning Services we are able to provide.

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