"Plans are useless, but planning is essential " - Dwight D. Eisenhower
Developing a complete understanding of your financial position at retirement can be challenging. You may need to validate your own calculations or benefit from structured support to navigate the complexities of today’s financial world.
We utilise dynamic technology to minimise complexity and clarify your financial arrangements. So, as you approach retirement, Imagine will guide you through the opportunities and challenges you may face, supported by our innovative and plain-speaking approach.
Who we serve :
Retired, or close to it
We specialise in working with clients who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving they have accumulated a retirement nest egg of at least £250,000
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
Imagine FP is a trading name of Fairstone Financial Management Ltd.
Fairstone Financial Management Ltd, is authorised and regulated by the Financial Conduct Authority- FRN: 475973.
Registered in England and Wales no: 05574120. Part of the Fairstone Group
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.