top of page
Search

A Bit About Us

  • Writer: Daniel Graham
    Daniel Graham
  • Dec 6, 2024
  • 2 min read

Updated: Mar 5



At Own Your Future Financial Planning, our mission is simple: to help you define what you want your life to look like in retirement, and then build a plan which allows you to take control of your financial future, and gets you there.


We specialise in helping individuals and their families who are ten or more years from retirement to define what they want to do-and when. We work out what it is going to cost, and create and implement a plan to transition into one of life’s most exciting phases.


Starting to think about retirement, or as we prefer to call it, financial independence, can be daunting. But if you're still working, you have time to make decisions that can significantly benefit your future lifestyle. With the right plan in place, you can move from wondering 'when' to knowing 'how' you’ll achieve your ideal retirement.


Our clients have often accumulated savings, typically through pensions or investments, and are beginning to think about what the next stage of life might look like. Many of them wonder: 'How much do I need to maintain my lifestyle?' 'When will I be able to reduce my hours or retire fully?' and 'How can I make my savings last?' We’re here to answer these questions and bring you clarity.


Together, we map out a comprehensive financial plan that aligns with your aspirations, whether it’s traveling, spending quality time with family, starting new hobbies, or simply enjoying life without financial stress.


Once your goals are clear, we build and implement a personalised plan to help you achieve them. We guide and advise you every step of the way, so you can feel secure in your financial future, and concentrate on living the life you’ve worked hard to create

If you want to find out more about how we can help, then start a conversation with us today.




 
 
 

Kommentarer


Receive regular insights from us. Join our mailing list.

Ready to own your future?

Book a no obligation call with David today.

In this 30 minute call, we will discuss your requirements and explain a bit more about how financial planning can help you on your journey.

Untitled design (16).png

Got a question for us?

Leave a message with us here.

If you're not ready to book in a call with us, or want to ask us a question, please just complete our contact form and one of our team will be back in touch with you shortly.

Untitled design (49).png

Get in touch

Regular insights from us.

Sign up to our mailing list today.

Receive ongoing updates and ideas from the Own Your Future Financial Planning team by joining our mailing list. We promise to only send you useful information, and you can unsubscribe at any time.

  • Instagram
  • Facebook
  • LinkedIn

07881 441569

First Floor, 2 West Regent Street, Glasgow, G2 1RW

Ayr Business Centre, 2 Beresford Terrace, Ayr, KA7 2EG

This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

Own Your Future Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Own Your Future Financial Planning Ltd is registered in Scotland. Company Number SC814499.

bottom of page