SM & Associates of Ascot IFA
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Living your best life is not easy...

​But having your finances in order could be the key...

Whatever your heart desires, whatever your dreams may be, everything starts with a plan!
You don't want to bury your head in the sand, do you?
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Our 3 top tips

1. Understand what you want from your money in terms of what are the goals and the lifestyle you want to achieve or maintain
2. Make sure you know how much money is required to achieve your heart's desires
3. Use your existing investments and 'future' investments to build a portfolio designed to bring your dreams and aspirations together, whilst optimising tax efficiency, so that you retain more for your dreams.
Book Your FREE online Consultation
How We Work
Our process is divided into three key stages;
Step One.
We firstly want to understand YOU.
Who you are and what you are seeking to achieve?
What does your life look like today and what do you want your money to provide tomorrow, and beyond?
Tell us what is important to you...
How you spend your money...
What is on your bucket list today and in the future...
Step Two.
Having understood what is important to you and what memories and moments you want to create along the way, we build your financial plan and in some cases a cash flow too, so you can actually see a simulation of how your financial picture builds and delivers.
Step Three.
Lastly, we 'plug in' the investment products, pensions and investments,  which will be required to build your perfect financial life plan.
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Book your FREE online consultation TODAY CLICK HERE
Who we are...
Steven Mufti & Associates was established in 2013 to provide personalised financial planning and wealth management to help clients live their best life.

Our philosophy is to build a trusting and long-term relationship with you, enabling us to fulfil the potential of your investments for a more secure financial future. But we’ll also challenge you ​along the way and encourage you to think differently in order to help you live the life you want.
Book Now your FREE online consulation
Living your best life...
Are you ready to start the future you deserve?
Click and book your FREE consulation
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Steven Mufti & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register Number 607613.


Registered in England & Wales, Company number 8664240.
 Registered Office address: 27 Armitage Court, Ascot, Berkshire, SL5 9TA.
Telephone: 01344 623811  Email: advice@smawm.co.uk


The guidance and or advice contained within this website is subject to the UK regulatory regime
and is therefore primarily targeted to customers in the UK.
The FCA does not regulate taxation advice.  The value of your investments may fall as well as rise.


Financial Conduct Authority register: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000NMlk7AAD
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                                                             © 2022 Steven Mufti and Associates Ltd
  • Home
  • How we work
  • About Us
  • Who We Work With
    • Business Owners
    • People Planning and Enjoying Retirement
    • Professionals and Contractors
  • Contact us
  • Blog
    • Savings Calculator
    • Guide to Pensions
  • Live Your Best Life eBook
    • Facebook campaign