Life can throw some unexpected curveballs, but it can be comforting to plan for as much as possible.

Unfortunately, people in poly relationships might find it difficult to make plans about their money.

If you’ve ever tried to get a bank account for more than two people, you’ll know what I mean. And that’s just for starters, there are a lot of limitations in the financial world. Other things include applying for mortgages, lenders might not accept an application from more than two people.

A big part of my job is planning for retirement. A household might have more than two people, and again there’s the same problem. I use software that can work out what your whole household retirement income could be. Using that as a starting point we can work together to identity what retirement would look like for each of the individuals within your household.

It might feel more complicated to work things out financially when there are more than two people involved. I consider who is involved and work out ways to simplify things and make a structure. And I have a few tricks up my sleeve when it comes to that pesky cashflow model.

The financial planning world hasn’t been the most approachable in the past. But I’m very proud to support whatever family structure anyone might have. And use my problem-solving skills to help.

Ready to book into my calendar?

Your home may be repossessed if you do not keep up repayment on your mortgage.