Blog FAQs Contact Us Client logins
MENU

Life planning explained

At the core of what we do is something called life planning. This is a holistic style of financial planning that focuses on what you want for your future. Find out more about how it works.

Hero Image
Content Image

What is life planning?

Life planning is all about connecting the dots between your finances and the life you want to live. By thinking about your goals, values and aspirations and understanding what truly matters, we can effectively organise your finances around these things in a way that makes achieving them possible.

Angus is a Registered Life Planner, having trained with the Kinder Institute under George Kinder. He is specially qualified to help people understand what they want from life, and guiding them on the path towards making it happen.

Section Background

Asking the big questions...

If you had more time or more money, what would you do?
What inspires you? Moves you? Touches you?
What do you want to accomplish or attain so you will feel like you’ve lived a good life?
Content Image

Life planning will help you…

  • Achieve your ideal lifestyle
  • Make more confident financial decisions
  • Get the most out of your money
  • Have peace of mind about your future
  • Live freely, without worrying about money
Section Background

Contact us

    Which areas are you interested in?

    0131 315 2222
    hello@transformfp.com

    Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.

    Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.

    For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.

    Privacy policy Cookies policy
    Transform Financial Planning
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.