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  11. Creative Lifestyle Planning

Creative Lifestyle Planning

Independent Financial Adviser  400 Thames Valley Park Drive, Reading, RG6 1PT
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FCA authorised
Last authorised 8th August 2022
Life, Plan, Advice. We help understand clients ambitions, aspirations, fears and objectives to help achieve the retirement they have visualised. Focussing on the life that you can have and achieve, helping you make the right decisions with your assets.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Mr Mathew Angell
Financial Lifestyle Planner
About us

We take a fresh approach to financial planning with a true focus on your overall life and wellness.

Aiming to create a focused and adaptable plan for your future.

Taking a cautiously simplistic approach to financial planning helps our clients to understand the complexities of the financial world.

Transparency is key to any relationship and we are happy to disclose our costs and fees on our website <url hidden> and we will have an open conversation at our first meeting so that you have a clear picture of the overall costs and also what will happen next at our discovery meeting.

We have a wealth of expertise across several areas with a particular focus on the following:
*Retirement
*Investments
*Inheritance Tax Planning
*Family Law - working alongside clients going through a divorce.

Our services

We will spend the required time with you to understand and plan for your retirement, this may take three or four meetings as we spend the time with you to be transparent and help plan for all eventualities in retirement so you are confident and able to enjoy this next stage of your life.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

400 Thames Valley Park Drive, Thames Valley Park, Reading, RG40 1BB

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