Mission Progress

Trust is profitably and sustainably providing a comprehensive ‘Life Plan’ service to a small but growing (currently 36) number of clients covering all the key components of financial planning - ‘Surplus Funds’, ‘Retirement Income’, ‘Borrowing’, ‘Protection’, ‘Tax’ and ‘Estate’. These range from young couples in their twenties to widows in their 90’s, and the types of challenges that have been worked through in these plans range from drawing the necessary pieces together over time to complete a house purchase to preparing to go into a care home. In the main, though, the Life plans are increasingly simply a means of periodically enabling clients to gain a fresh perspective on their whole situation and to determine what is really important to them, before going on to seek advice and assistance addressing specific needs.