Telephone: 01937 326013 / 07557 784391
Slide background
Slide background
Slide background

Planning for Financial Independence

We help clients to achieve the lifestyle they want to live now and have the piece of mind for their future needs. Life is not a rehearsal and precious time is slipping away. Lifestyle financial planning delivered using comprehensive financial planning software enables us to answer clients questions such as:
Can I take more holidays now?… Can I buy my dream house?… When will I be financially independent?… Can I spend more time with my family and less time working?

Our six stage process

The process we operate is designed for people who want to develop a coherent plan for achieving a better life. If you would like an initial meeting at our expense to talk this through please contact us at neilprice@companionfinancial.co.uk