High Earners

Financial Latitude™

Compound noun,
Freedom to behave, act, or think about your finances, how they will support and evolve with your life to have sufficient resources at key life stages and move towards financial independence.

Working with High Earners

Whether you are at the start of your career journey, part way through or looking to retire, the decisions you make around your finances can have a huge impact on your life and your family.

Understanding

At Latitude we know that life is not a straight line, we appreciate that it’s a rollercoaster and a number of big events occur along the way. We are here to help you navigate the financial journey of these events to support you to achieve more life from your life, not just your money.

We want to understand you, your family and the things that are most important to you in life, as well as your values. We will seek to understand where you are today and where you want to be. As your expert financial guides, we will act as your Financial Navigator to design and create a bespoke action plan to move you towards where you want to be, delivering you great outcomes on the way.

Collaborate

It is important that we support you to simplify the complex world of personal finances, to provide you with an informed view to provide you a foundation with which to make great financial decisions. The collaborative, supportive and robust framework provided by Latitude will also provide you with an understanding of the potential pitfalls and sup-optimal outcomes that could occur, ensuring that our clients achieve only the best outcomes for them.

Proactive Journey

As part of your journey we look to mitigate bad risks, provide a framework to take advantage of opportunities and at each turn look to optimise and take advantage of your position to move towards success. Ultimately, Latitude Financial provides you with certainty and clarity to take action towards a much improved and optimistic future.

Supporting clients during big life events:

Following our ‘Degrees of Latitude™’ philosophy, your bespoke plan and strategy will help you to navigate from where you are towards your goals and objectives.

Common areas covered as part of Degrees of Latitude™ Services for High Earners

Getting financially organised

Life cover and family financial security

Investment reviews, planning and strategy

Career change health check

School fees planning

Income Tax planning

Pension contribution planning

Pension tax planning

Lifetime Allowance planning

Annual Allowance planning

Tapered Annual Allowance planning

Pension reviews

Intergenerational wealth transfer

Saving and investing for children

Seeking Financial Independence

Sudden Wealth planning

Estate & Inheritance Tax Planning

Get in touch today for a no obligation chat to discuss how we can help you

CALL: 01932 645 150