Discover Your Path to Financial Freedom and the Lifestyle You Aspire To
Begin planning the retirement you’ve always dreamed of with our detailed and user-friendly workbook.
Brought to you by Aristotle Financial Planning, this guide is designed to assist you in outlining your future, ensuring you can enjoy financial independence and the lifestyle you deserve.
Based in Derby and serving clients across the UK, we are committed to providing you with independent, friendly, and clear financial advice.
What's Inside This Workbook?
- Basics of Retirement: Start with an overview of your goals and resources to build a strong foundation for your plan.
- Your Future Lifestyle: Explore what daily life could look like in retirement, consider potential activities, and try a retirement simulation.
- Financial Planning: Assess your regular income needs, major expenses, debt management, and sources of stable income to ensure a financially secure retirement.
Chartered
As a Chartered Financial Planner, James has demonstrated the knowledge, ethical conduct and ongoing development required by the Chartered Insurance Institute (CII) to receive this gold standard accreditation.
Independent
Being independent, we’re able to recommend financial solutions from the whole of the market. This should give peace of mind that we are acting in your best interests.
Financial Planner
James helps people match their life to their money, rather than their money to their life. Financial planning is holistic; a plan for the future, rather than one-off, short-term advice.
Fixed fees
Unlike many Financial Advisers, we charge fixed fees as opposed to a percentage of your wealth. It means you pay a fair price for the value we add to your situation. Learn more here.
Local
We’re committed to helping local people through financial planning. We’re based in the centre of Derby, making our office the ideal location for people across the East Midlands.
A fresh approach
We believe it’s important to get to know you and your goals before anything else. Our approach is simple: friendly, personable and logical. We make things as easy and enjoyable as we can!
Meet James
Specialising in working with family people who are planning for retirement, as well as small business owners, James’ goal is to help people match their life to their money.
Read more“James is a warm and friendly adviser with a very professional manner. He guided us through our retirement options in a straightforward way. We now feel much more confident. I would definitely recommend James.”
Clients since 2019
“James has relieved me of the burden of attempting to manage my own portfolio. We have seen highly acceptable returns, with minimal effort required on our part. I would be glad to recommend James' services.”
Clients since 2014
“James has been very supportive and helpful in explaining the financial options open to me. He is very approachable, has a friendly, professional manner, and is always very accommodating. He is always reliable and punctual.”
A client since 2015
“James provided a thorough overview of our financial situation, including how to achieve what we wanted to. We can't fault anything with James. He is very knowledgeable and sets things out in an easy to understand manner.”
Clients since 2013
“Pensions can be a minefield; I hadn’t got any idea of anything! James guided me through the process. He didn’t sugarcoat as some advisers do. He spoke to me like a real person. Very knowledgeable.”
A client since 2015
“James presented all my retirement options in a clear, jargon-free manner and put me at ease with his professional, friendly approach. I don't think there's much that he could have done any better short of acquiring a crystal ball!”
A client since 2015
“I had sold my house and didn’t know what to do with the money. I’m definitely very satisfied with the advice James gave me and continues to give me. I trust his advice implicitly and feel quite safe in the decisions we have made.”
A client since 2014
“James clearly explained our options, talked us through the processes, never talked down to us, and was very encouraging and positive. As a result, we have been able to retire earlier than we first thought.”
Clients since 2019
“James answered all our questions (we had a lot!). He’s approachable and easy to work with. Before talking to James, we had estimated an outcome. After working with him, we have a much better outcome than we ever expected. Excellent.”
Clients since 2019