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The key to successful financial planning is to first understand your current position.

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You should have an idea of your net wealth, your monthly cash flow, a disaster plan and an idea of when and how you might retire. These are crucial parts of your personal finance jigsaw and should be documented. 

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I can help you with these or you can devise your own. The figures can either be spread sheet based which can easily be updated or any other type of record, the choice is yours. Within reason you should know what your net worth is within +/-10% and your monthly/annual disposable cash flow.

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Retirement and investment planning are generally longer term plans. We consider that having a road map in place that is regularly reviewed and designed to achieve your goals is crucial when aiming for rewarding and stress free financial planning.

IFA Financial Advice Financial Planner Milton Keynes Buckinghamshire

​​​​​​​Building Blocks​

​Robin Bone works with Gracechurch Wealth Management LLP who are entered on the Financial Services Register under reference 454766. Gracechurch Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Robin Bone is authorised and regulated by the Financial Conduct Authority. Registered Office for Gracechurch Wealth Management LLP: EFX House, 1 Boycott Avenue, Oldbrook, Milton Keynes, MK6 2RW. Registered in England Partnership No. OC320661

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​Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the UK



The guidance and advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. The value of your investment can go down as well as up and you may not get back the full amount invested.



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© by Robin Bone

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