Relevant, affordable, reliable
and flexible Financial Planning
At Island we believe that good Financial Planning helps us all lead better and happier lives.
You should feel more secure in your futures as well as be able to enjoy the here and now.
Relevant, affordable, reliable and
flexible Financial Planning has
never been more important.
Our Approach
We specialise in the creative sector and understand how to tailor financial advice to your career; summarised in the 'One Page' Financial Plan, which we create and regularly reviewed with you.
Together we answer real-life questions, planning for the future as well as for the unexpected:
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How do I put a roof over my head?
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What are my future goals?
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How do I most efficiently manage my income and expenditure? (I still want to enjoy life and travel!)
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What might my retirement look like?
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What happens if I cannot work?
This is all delivered on a monthly subscription, with your advisor only ever a call, text or email away.
The One Page Financial plan specifically covers:
Future Quality of Life
Balancing your income and expenditure in the most efficient way, both now and in the future
Financial Security
Certainty for you and your loved ones, in case of adversity - providing peace of mind during times of prosperity.
Financial Wellbeing
Are you spending your money on the most important areas of your life, to improve your sense of wellbeing
Your plan and our support will develop with you and your career – avoiding duplication and overlap.
What People Say
I have worked with Duncan for many years and their advice and guidance has been invaluable; they speak my language.
From my initial meeting over 20 years ago,
Duncan has helped me achieve my financial goals – I have total confidence in their abilities and integrity.
Duncan has worked with me for over 10 years and has helped me and my family in so many ways that exceed a brief – He’s much more to us than ‘just’ a financial adviser.
Food for thought
What would you do
if you had £1 million?
The average Brit will
make more than £1.1 million during their life.
Do you know where
your money is?
2/3 of people lose a pension
pot throughout their career
when they move jobs.
Could you live off
£2,500 a year?
The average UK pension
pot is only £50,000,
giving over 65 year olds
an income of £2,500 a year. However it’s estimated that
for a comfortable retirement
you need an income of
£23,000 to £27,000 a year.
Want to know more?
Let's have a chat about how we can help you. Call us on 01280 731674.