Wealth
Management

Second Opinion Service

Do you have niggling doubts about your current financial arrangements?

Maybe you just want reassurance that these are sound. Or maybe it’s something a little more serious.

What can you expect from the Lee Strathy second opinion service?

• An opportunity to ask questions.
• A second opinion analysis to give you a clear understanding of your current financial arrangements and how these fit into your plans. You’ll be able to make more informed decisions, whether or not you choose to utilise our services in the future.
• Most importantly, you will experience peace of mind, knowing that you have done your research and considered all the options.
• If we do decide to work together, the process of changing advisers is simple and hassle-free — just sign a few forms and we’ll take care of the rest for you.

Contact us for an initial chat. No obligation by you or us.

Create Your Financial Plan

A financial plan articulates what you want out of life and how you will meet the cost of achieving this. Helping you deal with the six questions shown here is at the heart of what we do.

Some of these may have passed through your mind from time to time - but have you given sufficient thought to all of them?

We will help you deal with each one, then map a lifetime flow of cash based on all your answers. At its simplest we help you map out this flow of cash - how much you will need each year for the rest of your life and where it’s going to come from. This includes any legacies you wish to leave to loved ones or good causes.

We will help you make and implement sensible decisions about your investments. Decisions that you can live with.

Each year we will sit down with you, discuss where you are and update your plan for the future.

Contact us for an initial chat. No obligation by you or us.

No-nonsense Investment Philosophy

Helping you cut through the maze of jargon is a major part of our work. A common saying is that you have to take risks in order to reap the reward.

Having helped you to map your lifetime cashflow, we then guide you through this complexity. We will plan your investments to ensure you do not run out of cash or take unnecessary risks. Where it’s possible, we’ll help you to make sensible plans to keep your tax bill to the minimum. We will also make sure you are not paying unnecessary investment charges. You deserve to keep as much of the market return as you can. That’s our goal.

Our solutions are based on evidence from Nobel prize winners and other academics.

A summary of our investment philosophy can be downloaded here.

Contact us for an initial chat. No obligation by you or us.

We invite you to consider these questions:

• Why are you looking here – what’s really on your mind?
• What you do want out of your life – now and in the future?
• When do you wish to achieve these goals?
• How much money will be enough for your lifetime?
• Where will you invest this money to ensure it is managed efficiently?
• Who will you trust to put your interests first?

If you find it difficult to answer any of these questions – talk to us - we can help you plan for your desired future. This is what we do - Financial Planning for Life!