Accountants

We believe that individuals are better served when their professional advisers work closely together, imparting their respective specialist knowledge. As financial planners, we have worked closely with accountants for many years and are well placed to assist you and to add value for your clients in this difficult area. 

As an accountant, you are likely to be a trusted adviser. Your clients may look to you for advice over matters like pensions and business succession planning.

At Future Life Wealth Management we know that planning for all eventualities is vital.

Our experienced wealth management advisers can offer your clients a comprehensive financial plan, which includes:

• A valuable lifetime cash flow forecast
• An indication of whether their financial strategy will enable them to achieve their personal lifestyle goals
• Building scenarios to address the 'what if' questions clients invariably raise, such as death of a partner, or enforced retirement due to illness or disability.

By working with us, you will be able to advise a business owner if and when they could afford to retire or calculate the sum they need from the sale of the business in order to achieve and/or maintain the desired lifestyle in retirement.

And has your client considered protection such as key person insurance or shareholder protection? These are all areas we can help with.

Please get in touch or call into our office on the border of Sheffield and Derbyshire to discuss how we can work together.