Consultation
Family Financial Planning
A structured review of household income, spending, savings, and protection so your family can set clear money priorities for the years ahead.
Who it is for
Couples and families across Northern Ireland and the wider UK who want a calm, practical plan for everyday money decisions.
The result
A written household plan covering cash flow, emergency reserves, protection gaps, and near-term goals such as school fees or a home move.
Scope
Two discovery conversations, a full review of your current arrangements, and a plain-English plan with recommended next steps.
Included
- Income and outgoings mapping for the household
- Emergency fund and debt prioritisation guidance
- Protection needs review (life cover, income protection context)
- Goal timeline for the next three to five years
- Written summary you can share with your partner or family
Not included
- Investment product sales or brokerage execution
- Tax return preparation or HMRC filing
- Mortgage broking or lender applications
How the engagement runs
Advised by our family finance consultants in Nolan Gardens, with follow-up by phone or video when travel is impractical.
Share a short brief via our enquiry form or a first call
Gather statements and a snapshot of monthly outgoings
Meet for a structured planning conversation
Receive your written plan and walk through the recommendations
Preparation
Bring recent bank statements, payslips or pension summaries, and a note of any known upcoming costs.
Constraints
We advise on planning and protection context; we do not execute trades or arrange regulated products unless separately agreed.