Independent Financial Advisor in Ascot

Finance For Life

Finance for Life an independent Financial Adviser based in Ascot, offers a friendly and proactive service to assist you to make the most of your money throughout your lifetime.

Our comprehensive and bespoke financial planning service helps you to take control of your financial security.

We offer long-term financial planning and monitoring of your situation whatever the changing financial climate or your personal circumstances.

Our background

Finance for Life was established in 2004 by Bob Bassi and Liz Sim who between them have over 40 years' experience and are amongst the most qualified within the financial services industry.

The Company was awarded the prestigious 'Chartered Financial Planners' title in 2009 by the Chartered Insurance Institute, the highest award given by the CII.

Our service

Our aim is to give you more time to enjoy the lifestyle you want by providing you with the tools and support to help you to take control of your finances now and in the future.

We take a unique approach by creating a personal financial plan which highlights any actions that need to be taken now to give you security for the rest of your life and to increase your wealth.

We undertake a thorough review of your personal and financial circumstances and make recommendations based on your desired lifestyle. As part of this we:-

• identify your current financial strengths and weaknesses
• identify any financial shortfalls
• make specific recommendations to cover those shortfalls
• prepare a detailed financial plan based on your objectives
• review the plan on an annual basis to keep it on track

Your personal financial action plan will focus on:-

• meeting your lifestyle objectives
• analysis of income and expenditure
• lifetime cash flows
• insurance / protection review
• pre and post retirement planning
• investment or debt reduction plan
• estate planning (including equity release)

The benefits to you

We provide a personal service which is entirely geared to your personal objectives.

We are flexible in our approach to your changing circumstances regardless of the prevailing economic climate.

• we help to establish your financial goals and remain focused on them
• take control of your money
• understand financial risk and how to manage it
• gain access to unique investment opportunities not readily available to individual investors
• plan to become financially independent
• plan to achieve your lifestyle goals

back to the top