DAN JONES DipPFS

I help you live the life you want today, and the life you want tomorrow, without fear of ever running out of money, no matter what happens. Of all the things there are to worry about in life, and there’s many, I like to make sure that money isn’t one of them.

Retirement from work should not mean retirement from life! As people approach retirement one of their main concerns is “will I run out of money” and “do I have enough”. This often leads to you being overly cautious with your money in retirement and not living as full a life as you could. Taking one holiday a year when you could be taking two or three. Or working for longer than you need to thinking you can’t afford to stop.

Too many people run out of time, before they run out of money. My role is to help you achieve all you want from your life before it’s too late. Helping you achieve and maintain the lifestyle you desire without fear of ever running out of money – or dying with too much! No one wants to be the richest person in the graveyard. Life is not a rehearsal. By producing a lifetime financial plan together, and reviewing it regularly, I can show you if you already have enough, or what more you need to do to get there.