Lifestyle Financial Planning

​

Cashflow modelling forms the basis of every reputable financial planners' advice, and is central to our proposition at Velarium Wealth. 

 

 Over the years you will receive income from various sources, such as salary or dividends. Some will be invested in environments like Pensions, Stocks & Shares ISAs or Investment Bonds, which will hopefully grow over time.

​

Whilst you are accumulating this wealth, it is important that your assets are diversified appropriately and that you are contributing both strategically and tax efficiently to ensure you have adequate provision for when you cease work.