Spend Time's Story
Spend Time was born out of the desire to be different. For too long, financial advice has, as you might expect, focused on money, on investment returns, on moving money from one place to another. We believe that money is simply a means to an end, and that there is a better way.
That’s why we wanted to create a new type of Financial Planning practice - which focuses not on clients’ money, but on clients’ lives; that’s with you as your story unfolds, that aims to answer that simple yet all important question: “will I be ok”?
That’s not to say we neglect the money you’ve worked hard to accumulate - far from it. We’ll help you make the right decisions with your money, but always through the lens of your developing journey through life.
We realise our service won’t be right for everyone, but if you like what you read and it resonates with you, we’d love to talk.
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Michael Roberts
Director
Spend Time
About you
From experience, we believe you're most likely to benefit from spending time with us if you have:
Investible assets of £250,000 to £5m
Ten years or less to slowing down/ retiring and beyond
A strong desire to make the most of the time you have left on this planet
WITH US
spend time
0118 214 2140
The Barn
Waterloo Road
Wokingham
RG40 3BY
What3Words Address