A financial plan built around the life you want
Financial planning is about more than numbers. It is about understanding what matters to you and creating a clear strategy to help you achieve your goals.
Whether you are approaching retirement, reviewing your pensions, investing for the future or planning around major life decisions, Falke can help you make confident choices.
Finance
Creating clarity for your financial future
Many people reach important financial milestones with questions about what comes next. Do you have enough to retire? Are your pensions working together? Are your investments aligned with your goals?
Richard provides personal financial planning that brings together your circumstances, ambitions and priorities to create a clear roadmap for the future.
Retirement Planning
Understand when you can retire, how much income you may need and how your decisions today can shape your future lifestyle.
Pension Planning
If you have multiple pension arrangements or need guidance on your options, we can help you understand how they fit into your wider financial plan.
Investment Planning
We help you understand investment choices, risk and how your investments can support your wider financial objectives.
Cash-Flow Planning
Cash-flow planning can help you explore different scenarios and understand how your choices may affect your future plans.
A plan designed around your goals
Good financial planning starts with understanding your life, not just your finances.
Richard takes the time to understand where you are today, where you want to be, and what steps can help you move forward with confidence.
01
Understanding your goals
We begin by understanding your circumstances, priorities and what you want your future to look like.
02
Building your financial plan
We bring together pensions, investments, retirement goals and other financial decisions into a clear strategy.
03
Reviewing your options
We explain recommendations clearly, helping you understand the choices available.
04
Implementing and supporting your plan
We continue to review your plan as your circumstances and goals change.
Frequently Asked Questions
The answer depends on your lifestyle, income needs, existing pensions, investments and future goals. Financial planning can help you understand what may be achievable.
Yes. We can help you understand your existing pension arrangements and how they fit within your wider financial plan.
Yes. We provide investment advice as part of a wider financial planning approach focused on your objectives and circumstances.
Yes. Falke works with clients both locally and remotely, depending on what works best for you.
Start a conversation about your financial planning goals
Whether you are buying, moving, refinancing or exploring property finance options, arrange a conversation with Richard to discuss your circumstances.
Location
Unit 3, Ryedale House, Piccadilly, York, North Yorkshire, YO1 9NX
Open Hour
Meetings by appointment