We are there for the journey with you. We provide a logical step-by-step advice process. Helping you achieve and retain financial security for you & your loved ones, is at the core of what we deliver. We help simplify things, we use language & concepts that help you to understand where you are and where you are going.
Whatever your aspirations, our forward-thinking approach gives you the best opportunity to achieve them. Here’s how we approach the financial planning process:
First you'll meet with our team and discuss your unique circumstances and current financial situation, we help you to develop your future plans and ambitions. You will have all the necessary time you need from us. No question is a daft question.
Having the time and space within the first meeting to consider your goals and objectives is an important part of the journey. As we move forward in our discussions, things will start to take a logical shape. Your understanding will grow along with your confidence in your future plans. Whatever future changes occur, we are there with you to amend further steps as needed.
After our first meeting, we go away and do the necessary in-depth research & analysis. We'll then compile a report, which will help to explain our advice and to make positive next steps.
We'll meet for a second time to present our bespoke advice report for you. We then talk you through the next steps. We make the process as straightforward, completing paperwork on your behalf where possible and ensuring all things are correctly set up. Thereafter, we stay in contact, meeting regularly as agreed to review the progress of your financial plan against your future plans and objectives. Many things may change in the future, including legislation, as well as your circumstances. We respond with proactive ongoing advice, to help deliver the security you need.