Transformative
financial planning

Velocity [ vuh-los-i-tee ]

noun, plural ve·loc·i·ties.

The speed or magnitude of something in a given direction

Our story

Traditionally, we’re taught to think about wealth in just one way: How much have I got? How much have they got? You can spend a lifetime accumulating it. But what is its true value?

At Velocity, we show our clients how to think about money differently – in a way that allows you to experience the full benefit and potential of your wealth, and live more richly, in every way.

Travelling with velocity means travelling with a known direction of travel – a purpose. We believe your wealth should be similar. To really work for you, you need to first identify the direction and meaning of your money. Only then can it meet all your needs and allow you to live fully.

About us

Our expertise

We’re technical experts. We think that should be a given. When you work with a Chartered Financial Planner, you’re assured ‘gold standard’ professionalism, qualifications and technical expertise, along with a commitment to ethical practice and high levels of client care.

But that’s not what we’re most proud of: what we’re most proud of is our behavioural expertise. We understand the world is not black and white. And your success is not just about how much or what you know. We believe your future is determined by what you do and the actions you take, starting now.

You’re probably here for help on a specific area of your finances. We’ll hit this head on with direct solutions to the challenges you face. But we’re also aware that it’s usually the tip of the iceberg and likely to be part of a much wider issue that equally needs addressing if you’re to have the greatest chance of success.

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Your life transitions

A life transition is a time of significant change, both emotionally and financially. But it’s also a great opportunity to look forward to the life you want.

Whether you’re starting a family or coming up to retirement, financial planning will help you clarify what you want from the next phase of your life and achieve a plan to make it a reality.

Starting a family

Starting a family is a hugely exciting time. But, as you may already be aware, it can put a squeeze on your finances.

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Divorce or separation

A divorce can be a psychological and financial hammer blow. But with our help, you can start to plan, look forward and rebuild.

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Selling a business

Whether you're mid-process or still weighing up your options, we start by establishing your vision for your future.

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Midlife check-in

You lead a busy life and retirement is still a way off, but with unfulfilled ambitions to tick off the bucket list, you could do with a check-in on your finances.

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Receiving an inheritance or lump sum

A life-changing sum of money can do life-changing things. Deciding on the best way to use it, therefore, can feel like a big responsibility.

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Retirement

There is no longer just one way to do retirement with greater freedoms and more choices than ever before. Finding the right way for you is key.

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Death of a loved one

Receiving help to deal with the financial as well as the emotional implications of loss can make all the difference when have been bereaved.

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Entering later life

As you approach later life, you will be looking for security. With our help you can gain peace of mind knowing every scenario is planned for.

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