Many things are out of your control and it is best to cut out the noise that comes your way! It is much better instead to focus on the things that matter and the things you can control. With that, every aspect of your financial life is interlinked with each area impacting another. It is not always easy to prioritise what matters most. Here are some issues which might be on your mind and how Ontrak can help.

Is my money in the right place and what level of lifestyle will it give me in the future?
I’ll help you visualise how you see your future, give you clarity as to how much is “enough” and create a workable plan to help you achieve what is important to you.

I’m fed up with paying too much tax.
I’ll help you to minimise your tax liabilities and to ensure you utilise all the available allowances so you keep more of your wealth you have worked hard to create.

I want to remove the hassle of managing my own financial affairs.
I’ll simplify and organise your finances and take off your hands all the boring, menial admin tasks. You’ll have more time and less stress.

I’m confused around all the changes to pensions and tax and how it affects me.
I’ll help you navigate the ever changing pensions framework helping you to take the right options within the context of your bigger picture planning.

I want to transition towards exiting my business or stepping back.
I’ll give you clarity as to how much you will need to generate from your business to your personal wealth and explore the best options as to how to achieve this.

Will my family be ok if I became critically ill or die prematurely?
I’ll give you clarity as to whether there will be a shortfall, and if so, recommend suitable solutions to resolve this. You’ll have peace of mind that your family will be financially secure, and if you own a business that it will survive you if the worst were to happen.

I want my wealth to go to the right people at the right time and in the most tax efficient way.
I consider the whole family situation and help you make choices that are right for you and your family. You’ll have peace of mind that your wealth is being passed down to your loved ones tax efficiently.

I have other issues such as mortgage finance, legal and accountancy matters. Can you help?
I bring in trusted experts to provide an integrated advice service. I can help you get “stuff” done that may have been put to one side!

I have reservations about financial advisers. Can I trust you?
I believe that experiencing our service will demonstrate to you our core values of doing everything in your best interests and making a difference. My sole aim is to give you peace of mind and reassurance that your financial affairs are being professionally managed so you can enjoy life and focus on the things that matter to you. My aim is to help you connect your money to your life and to give you peace of mind and clarity over your financial future.