About You
Our services are designed to help clients who are at different stages of their financial journey. From those who are looking to build the foundations of their financial plan, to clients who have been saving and investing for some time and want to make sure they are still on track for their goals or clients looking to focus on drawing from their wealth and preserving their legacy.
Where are you on your financial journey and what type of help are you looking for?
Starting savers
Clients at the very start of the financial journey who are looking to begin to build their financial provisions, are looking to take their first step on the property ladder or protect their finances.
Business owners
For clients whose businesses are a central part of their financial plan and may be exploring ways in which the business can support your broader financial objectives. This may include those who are looking to exit their business’s and are looking for methods of how to use the proceeds of their hard work to support their financial circumstances in perpetuity.
Young families
For clients who are looking to ensure that their families have adequate resources in place should the worst happen whilst also building and planning for their family’s future. Our services can cover the diverse range of circumstances you may be looking for assistance with.
Retirees
Clients who, having spent their working lives building the provision they need to enjoy a comfortable retirement, wish to ensure that they have sufficient income to maintain their quality of life.
Long term savers
Clients who have already started the process of building wealth and are looking to ensure that they stay on track with their goals. You may be looking to ensure that your arrangements have the flexibility in place should your goals or circumstances change.
Legacy planners
Clients who, having spent their working lives building the provision they need to enjoy a comfortable retirement, wish to ensure that they have sufficient income to maintain their quality of life.
or call us on 0161 515 4589
Get in touch
To begin your journey with Rise, please get in touch using the contact form, book a meeting link or use the details below to arrange a no obligation initial consultation
Main: 0161 515 4589
London: 0208 124 6555
Email: luke@risefp.co.uk