Welcome to The Kilminster Practice!

We have been advising on financial management for more than 30 years. Over the past 10 years we have developed Plan for Life a unique four part life planning process, exclusively for our clients. It links the concept of financial planning for Personal Wealth to Personal Health, to motivation and Personal Goal Planning and positive ways of Giving Back. This whole of life approach encourages living life to the full.

Personal Wealth Plan

Helping you to:
secure a lifetimes income,
increase your asset value
leave a legacy and
protect those you care about.

Personal Health Plan

Helping you to:
live longer,
gain more energy,
live life fully,
increase fitness.

Personal Goals Plan

Understand why goal setting works
Helping you to set clear personal,
business and community goals
learning how goal setting can
enrich your life.

Personal Giving Plan

Finding positive ways of giving back
offering reasons for giving back
to those causes and people who
matter most to us.