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TORO INSIGHTS
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84% of People Say Financial Advice Boosted Their Wellbeing – Here's Why
By Luke Turner, Independent Financial Adviser at Toro Wealth Planning In today's fast-paced world, financial stress is one of the leading contributors to anxiety and poor mental health. It’s no surprise then, that a recent study by the International Longevity Centre UK (ILC) found 84% of people who speak to a financial adviser report improvements in both their financial situation and mental wellbeing 1 . At Toro Wealth Planning , we believe that quality financial advice goes
Luke Turner
Nov 11, 20253 min read
How to Maximise your Limited Company Finances - Real Client Case Study
By Luke Turner, Independent Financial Adviser If you’re a limited company director, you may already be ahead of the curve when it comes to managing your finances tax-efficiently. But for many business owners, the journey often stops at the basics—drawing a small salary, topping up with dividends, and leaving surplus funds in the business account. There’s so much more that can be done. At Toro Wealth Planning , we work closely with limited company clients to make sure their p
Luke Turner
Nov 11, 20254 min read
Case Study: Rob & Sarah — Getting Organised, Growing Wealth & Giving Back
By Luke Turner, Independent Financial Adviser at Toro Wealth Planning Meet Rob & Sarah Rob and Sarah came to me in their mid-50s , both still working and starting to seriously consider their long-term financial future. They have three grown-up children, had just welcomed their first grandchild into the world, and were starting to feel the pull between wanting to enjoy life now and planning for retirement. Rob had recently inherited £250,000 from his late mother’s estate and
Luke Turner
Nov 11, 20254 min read
How Cashflow Modelling Can Help You Retire Earlier
By Luke Turner, Independent Financial Adviser at Toro Wealth Planning One of the most common questions I hear from clients is: “When can I afford to retire?” It’s a big decision, and it’s rarely just about the size of your pension pot. Your lifestyle, spending habits, family commitments, and even future uncertainties all play a role. This is where cashflow modelling becomes such a powerful tool. At Toro Wealth Planning, we use specialist financial planning software to build
Luke Turner
Sep 4, 20252 min read
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