To start the process of values based planning we take time with you in a one to one meeting to accurately define your needs and wants. We identify your core values and dreams and help you on the right track towards purpose driven goals.
Perhaps what you value most is time spent at home with your family, and you have been dreaming of buying a second home where you can spend holidays and create memories. At GL Integrity we can help you to organise your finances and offer the necessary guidance to invest capital, setting a course to bring the dream into reality.
Maybe you want your assets to provide a comfortable retirement, to support you if you become ill or less able and to benefit your loved ones. Our team of subject matter experts can give you guidance on key issues for financial planning throughout your life, including: care fees, estate planning, inheritance tax mitigation and investment. This will minimise tax and manage risk, giving you an enhanced, guaranteed income for life.
If your life has taken an unexpected turn in that you have experienced a relationship break down, any disagreements, lack of clarity, unresolved hurts or concerns over finances can make progress difficult. You need expert financial advice and sensitivity in mapping out what might be a very different future to the one you had planned. Your GL Passport is the compass to guide you through this territory.
Where you or a family member may receive a substantial award following personal injury or clinical negligence, expert advice to plan for the most effective long-term use of the funds is crucial.
Perhaps your priority is charitable giving or leaving a legacy. You are passionate about a specific cause and we understand that; we can help you strike a balance between providing a guaranteed income for life and maximising investment returns to bestow a bigger blessing than you had thought possible.
Note: Estate Planning and Taxation advice are not regulated by the Financial Conduct Authority.
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