Financial Life Planning

Plan your finances to create the life you want.

We believe your life and your finances are connected We’ve seen first-hand how being proactive about creating a healthy financial life can benefit every area of your personal life. That is why this service is at the heart of what we do and one of our key strengths.

We work together to define your dreams and ambitions, and what really matters to you. We help you set achievable goals and create a step-by-step plan for you to reach them. The result is a personalised financial life plan that has actionable recommendations to create the life you want.

“Due to Brian’s approach and his method of asking the right questions/tools used he was able to ascertain very quickly which options would best fit our needs. We found his approach very helpful as it drove us to think differently about how we managed our investments and really understand our long-term goals, enabling discussions on points we hadn’t considered previously. In addition Brian provided excellent advice/assistance in negotiating the Healthcare/ LifeAssurance/ Pension/ Income Protection portion of the Benefits package for my new role.

I would highly recommend Brian and U Consulting.”

Director in Multinational Company