If you’ve been working for a while, it’s likely you’ve asked yourself this question a few times already. Typical financial advisers will only look at your pensions and investments.

We do things a little differently.

We listen to your hopes, dreams and lifestyle aspirations for when you retire. Then we explore your best options and create a plan to make these a reality.

START WITH A CHAT

Why us?

Where would you like to be living when you retire?

What will you need to enjoy the lifestyle you’re looking forward to?
What might be the impact of your choices on your loved ones?

These are all considerations that can influence your happiness in later life.

Unlike traditional financial advisers, we take the time to ask these questions and listen to your answers. Then we help you create a plan that will give you peace of mind in the months and years that follow.

See what makes us different

How do we help?

Your journey with us is about your lifestyle aspirations, not just your financial aspirations:

DISCOVERY

We talk with you and your family to find out what will make you happy when you retire.

YOU

We spend time working out the impact of your choices on when you can retire. We go through common obstacles to spending money in retirement without any worries. And we set everything out in a straightforward report.

PLANNING

We create a bespoke plan for managing your finances so you can retire when you’re ready – in some cases, long before you thought possible.

ADVICE

We provide regular support so you can call on us to adapt your plan whenever anytime you like.

Our fee structure is completely clear right from the start, which means there will never be any hidden costs.

See our services and fees

What do our clients say?

Creative Lifestyle Planning took their time to listen to my problems and truly focussed on what is important to me in life, they listened to my needs and explained my options, they came across as very honest and obviously had morals. I passed them all the details and they came up with a plan that changed my approach to retirement. We are very pleased with their approach and would strongly recommend them others, a very caring company.

Donald, Berkshire

Matt reviewed my entire portfolio and recommended a range of solutions. His advice has been exceptional and now I have a full understanding of my financial position and what I need to consider going forward.

We are now working as a family towards our own individual goals with a clear plan in place.

John, Berkshire

We met a few advisers but Matt was completely different. His approach was jargon-free, but more importantly he completely focussed on us as couple and put a lot of time into creating a bespoke plan that gave us a clear understanding of what is possible going forward, we really pleased to have met Matt and continue to recommend him.

Ian and Anne, Berkshire
Reviews and Ratings for Financial adviser Mathew Angell, Reading