Located in Poole, Dorset and serving clients all over the UK thanks to the use of technology, Suitable Life is the umbrella business that brings together three crucial parts of the financial life planning process.

• Suitable Financial Life (FinLife) Planning: Giving people clarity on what they want their life to look like, what money they need and what they actually have
• Suitable Wealth Management: Where required, giving regulated financial advice and ongoing investment management
• Suitable Legacy Planning: Solving complex death and lifetime estate planning issues

Suitable Life is about clarity. Bringing clarity to your financial affairs by planning for your long-term business, personal and family lifestyle objectives. The majority of people only plan so far ahead and few have a real idea what their financial future looks like. Suitable Life removes the guesswork and provides that much needed clarity and certainty.

We’re not a huge financial conglomerate. We’re a boutique business that provides a personal service.

The business is pretty much me - and I make no apologies for that - but bringing in other expertise as and when required. One of the key things we get our clients to focus on is ‘life’ - what they want from it, what they need from it.

I practice what I preach, so Suitable Life is moulded to fit in with my lifestyle but without compromising on that clarity I mentioned below and the help and support you need, when you need it.

I want you to live a happy life. A suitable one.

And this is the first step towards it.

We help you be clear, confident and in control when you think about your life and your money.

1. We want you to understand what's important to you

Gaining clarity about your intentions & commitments is the first step to living the life you want. Our job is to help you focus on what you really care about.

2. We want to help you make better decisions about your future

We find that the subject of money can often affect your future the most but is often the subject that excites you the least - it's a hard one to understand and even harder to love. We help make it more meaningful, challenging assumptions, contributing ideas... That's why we exist.

3. Life is unpredictable

Goals & objectives change, priorities change, resources change, markets change. We believe that a successful life comes when you engage regularly to adapt your financial plan as your life unfolds - making sound financial decisions along the way is fundamental to living a happy & suitable life.

Your continued updating & improving of the plan helps you become confident about the future and what life stages & transitions are still to come. It is always better to be prepared before a life event or transition rather than repair after one happens.

4. What trade-offs are you willing to make to achieve the life you want to live?

Almost anything is possible, but not everything is possible. We work together to assess the various trade-offs based on factors that you can control to help you make clearer, informed, intentional decisions. Because when you can make better choices, you can live the life you want.

Starting with an Initial Meeting, we'll understand where you are now and what you are looking for. We'll give you a flavour of what we do, and we can decide are we right for each other

Are you following our full process, in order - from Financial Life Planning, through Wealth Planning, and onto Protection Planning for your estate. Or are you following a bespoke pathway?

We need a full understanding of where you want to be and what's the big question?

Not just financially, but from a human perspective for yourselves and your family - Enough? Enough for what?

If we've given each other the go-ahead, then we'll need to go through a detailed data gathering process.

Be prepared to do some work and an in-depth meeting

We've collated all the information, and have ascertained the lifestyle you currently live and what you want for the future.

We'll show you some sketch designs of different options you have available to you, looking to finalise a working plan

You've received an agreed plan, this isn't the end .... it is just the beginning.

They'll be actions to take to make it a reality.

Your working plan may also have highlighted some areas in your financial situation that could be improved.

You may need regulated financial advice - which will be provided by Suitable Wealth - so a recommendation through to implementation.

You'll want to protect what you have, to ensure your family are looked after and not caused unnecessary pain & stress at what would be an emotional time.

This stage involves a series of meetings to identify estate planning issues and design & build the solutions.

Life Planning

Financial Planning

FinLife Planning

Wealth Management

Tax Planning

Later Life Planning

Legacy Planning

Lifetime Cashflow Modelling

Financial & Behavioural Coaching

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Contact information

• Address: 15 North Lodge Road, Poole, Dorset, BH14 9BA
• Phone: 01202 287 990
• Working hours: Mon - Thursday: 9am - 5pm, Friday: 9am - 2:30pm, Weekend: closed