Creating a life plan

Brighton Capital Management’s holistic approach to identifying and meeting client needs is what sets us apart from the competition. Our life planning service involves taking a comprehensive overview of your current financial situation as well as crucial elements such as your work-life balance, your family and your overall life and monetary goals.

We then use this overview to develop an overarching strategy that is designed to realise these dreams, through a process of asset allocation, tax advice and cashflow management.

Crucially, this strategy will have clear timeframes and deadlines, while regular reporting, clear communication and online access will ensure your life plan remains on track over the decades to come.