We often hear clients say that they want to work with us because they are considering their financial future and find themselves at a crossroads - they want to make the next step the right one for them and not have any regrets.
They have many ideas buzzing around their minds but there is uncertainty as to what is the best path for them, which can lead to both anxiety and indecision about the future.
When you work with us we will start by asking some bold questions such as:
What is your enough – how much money do you need?
What is on your bucket list?
Do you worry about care-costs?
Do you worry about your children’s future?
Our job is to align the hard facts detailing your current situation, such as your assets, investments and pensions and establish the level of alignment they have with what you want your future to look like.
At Butterfly, we have a comprehensive understanding of income-generating assets including pensions and property. We started our working-life with an actuarial company compensating individuals caught up in the 1994 Securities and Investment Board (SIB) mis-sold personal pensions review. In this way, we learned how not to do it before we learned how to do it right.
Our objective is to provide you with practical solutions to achieve great outcomes for both you and your family. We don’t want you left with that feeling of ‘what if we had taken a different course of action?’ as we will model all of your possible pathways so that you are empowered to make the right decision for you and your family. Rakhee has been described as ‘like a dog with a bone’ giving you as much information as you need.
Of course, you might not want all of this detail, and we can simplify it for you and advise you on the right path. Whatever plan is adopted, we will fully document your situation so that you have a point of reference for you and your family both now in the future.
We will hold your hand so that you make the right next step for you and your family. Ultimately the question boils down to have you got enough to achieve everything on your bucket list?
Once we have completed the process with clients, the feedback we have received has included the comments: ‘you have lifted a weight off my shoulders’ and ‘it feels like I’ve had therapy’. This is why we are impassioned to do what we do.
This is a verified client review via Vouched For, a vetted professional review site. You can read all of our reviews in full here.
Rakhee has been extremely helpful to me and my family with regards to financial planning, pensions, investments and savings.
Rakhee was very pleasant & I felt comfortable with her as she’s easy to talk to. She has great insight & knowledge in what she does.
I couldn’t be happier with the service and advice given to me by Rakhee and for putting it into layman’s terms for me. Everything is explained perfectly and with great patience.
Butterfly Financial Planning Limited is a registered company in England, company registration number 10684845. Registered Address: Broadway Buildings, Elmfield Road, Bromley, Kent, BR1 1LW
Butterfly Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, with the FCA firm reference number of 945907. The firm's regulated business is advising on and arranging regulated investments and insurance; the Financial Conduct Authority may not regulate other services.
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