Work to Live Financial Planning

Professional Advisors

Company Info

01925 944879
The White House,
Greenalls Avenue,
WA4 6HL.
Joined August 2021
Visit Work to Live Financial Planning

About Work to Live Financial Planning

Financial advice

We provide financial planning and financial advice to clients, working with people looking to build their wealth over the long term and create a great lifestyle for themselves.  We work virtually with clients across the UK.

Our clients include a number of contractors and independent workers and are familiar with the challenges faced such as varying income levels, taper annual pension allowance for high earners, replacing company benefits.  

In short, we will help you get your financial stuff together whether that is sorting out pensions, investments, insurances, or putting a financial life plan which covers all areas of your finances.  

Ian is a Chartered Financial Planner, offering independent financial advice from the whole of the market.

We have various service packages available such as - 

  • Getting started package.
  • Full financial planning.
  • One-off Project work such as setting up or consolidating pensions.
  • 1-2-1 Sense check meetings.  

You can book in for a free virtual chat to see whether we can help on the website.  If you have any questions please do get in touch.

There is also a financial planning guide on our website for Freelancers & Contractors available under the guides section.

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