You've built something worth protecting. Let's make sure the money works as hard as you do.
Financial planning for business owners who are serious about what comes next.
Most financial planners will tell you what your money is doing. We tell you what it needs to do — and build a plan that gets you there.
We work specifically with profitable business owners who are thinking about life beyond their business. Whether an exit is five years away or already in motion, the question is always the same: do you know your number?
Not what the business is worth. What you need to live the life you want, on your terms, without the business.
That's what we help you work out. And then we help you get there.
Our fees are a fixed monthly retainer. No percentage of your assets. No hidden charges. Just clear, ongoing advice focused entirely on your goals.
Carl Rich
Carl Rich BA (Hons) FPFS
Chartered Financial Planner
Find out if we're the right fit
Most of our clients come to us through an introduction.
We work primarily through accountants, corporate finance advisers, and solicitors who know their clients well enough to know when the time is right.
If you've been introduced to us, we're glad you're here. Use the form below and we'll be in touch to arrange an initial call.
If you haven't been introduced but feel strongly that we're the right fit, reach out directly. We'll let you know honestly whether we think we can help.
Tell us a little about where you are and what you're looking for. We'll take it from there.
A clear process. A plan that's yours.
There's no one-size-fits-all here. But there is a clear path from where you are now to where you want to be. Here's how we work.
Our First Conversation
Understanding Where You Are
Your Financial Freedom Plan
Your Plan Presented
We Put It in Place
Ongoing Planning, Every Year
We need to meet as we don’t know each other nor whether we should work together. It follows there’s no charge and no obligation while we find out together how we can best help, and whether our services are right for you.
We will arrange a mutually convenient meeting date and time, at your home or office and where you feel comfortable to speak in detail and confidence and with your financial records are to hand.
The aim of this first meeting is to get to know you better and you will discuss:
Goal setting – we will help you identify what your goals are now and what will they be in the future. In other words, where do you want and need to be financially, both now and in the future? None of us want to run out of money by living too long or dying too soon!
We will complete a fact find – to help you achieve your goals, we need to have a firm understanding of exactly where you are now. This can also be known as data gathering.
This helps us understand any gap that exists between where you are and where you want to be.
We will help you to review your existing financial situation and reach a realistic assessment of your likely needs. The financial planning and review process is comprehensive and you should be prepared to invest time and effort, into the process.
During this meeting, we will demonstrate how we can support you in working towards your financial goals and to discuss the cost and levels of our services both initially and throughout our relationship with you.
If after this meeting you feel, for whatever reason, you do not wish to proceed, you are under no obligation to do so and nor will you have incurred any costs. Services after this stage are billable but agreed with you in advance and in writing. Whilst our procedures follow a set process, everything we do is bespoke to you. This is true at the start of our relationship and thereafter.
We will always endeavour to ensure that your best interests are served and that you remain happy and confident that our service meets your requirements.
CONTACT US
Goals Based Financial Planning
The Old Church
Suite 5
St. Matthews Road
Norwich
NR1 1SP
Tel: +44 1603 859480
Email: enquiries@goalsbased.co.uk
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
