top of page
TORO INSIGHTS
All Posts
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
5 days ago3 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
5 days ago4 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
5 days ago4 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 42 min read
bottom of page