Broadbridge Heath, England, United Kingdom
Hi, I’m Reuben. I’m a financial planner. I don’t just sort out pensions or investments — I give pre-retirees, business owners, and professionals confidence, clarity, and freedom to enjoy life without money stress or worries about paying too much tax. Do any of these sound like you? ✔ Are you roughly 10 years from retirement? ✔ Do you have multiple pensions from previous jobs? ✔ Would you value a clear plan showing if and when you can retire? ✔ Are you keen to reduce tax and make sense of your old pensions? ✔ Do you own a limited company? ✔ Are there 1-2 directors involved? ✔ Do you currently have little or no insurance protecting your business or family? ✔ Do you have some cash savings but feel you could do more with your profits? ✔ Interested in tax-efficient ways to build personal wealth or pensions through your business? ✔ Open to advice that ensures your business works for you — not just pays you? ✔ Are you a director, manager, or exec earning £100K+? ✔ Do you feel squeezed by tax, maybe even paying 60% due to lost personal allowance? ✔ Do you own your home and have some cash savings, but no life insurance or solid financial plan? ✔ Keen to grow your wealth and maintain your lifestyle — just smarter? ✔ Would you prefer straightforward, time-saving advice to make your money work harder? I'd be happy to have a chat, chances are, I could help you.
Finli offers personalised financial planning services that help clients live their best financial lives. We aim to deliver a fresh approach to financial advice by combining a people-first perspective and innovative financial tools. The result? Our clients feel empowered on their path to prosperity. As a Financial Planner, it’s my responsibility to work with my own clients to truly understand what makes them tick, and help them secure their financial future. Although I mainly work in South England, I can operate throughout the UK – after all, virtual meetings shouldn’t be a barrier to good financial advice.