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Refreshingly real financial planning.
We understand that thinking about your money and your future can be hard to do alone. That's why we're here, to do right by you and be right by you along the way.
Financial independence for good people.
We help those who have an eye on reaching financial independence to plan for that and beyond. Our typical clients are:
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Professionals aged 50+
We work with executive professionals who would like to retire comfortably. You're busy, we get that, and we're here to help. Whether you want to get your finances in order or have a strategic thinking partner at your side when you need one the most, we will be there to support you, so you can get on with life.
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Dentists aged 50+
We help dentists who are thinking about exiting their practice or have just done so. You would like to figure out if you have enough to stop work and never work again, alongside clarity on your NHS pensions and how these fit into your future. We're specialists in this area and can put the pieces of the jigsaw together, so you have peace of mind going forward.
Small Business Owners aged 40+
We help entrepreneurs who are running successful businesses. You would like a path to set up a bright future for you and your family, and the different strategies available to do this. Unlike many financial planners who emphasise finances, we centre our attention on you, your business, and the life you're striving to build.
Your path to fulfilment
starts here.
Do you need a Kyte financial plan?
We're a bit different to other financial advice firms. We only work with certain types of people, who have the following challenges:
You have no-one holding you accountable to
Your Future
Your path to financial independence lacks
Clarity
You don't have a robust
plan that leaves you
Secure
What people say about us.
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