Financial planning

Bringing your plans to life

We know money is only valuable if it lets you live life your way. That’s where our six-step Financial Planning process comes in. Every step will forge a partnership based on trust and lead you to achieving your desired outcome

Step 1
First Meeting

The process begins with a meeting at our expense. We will introduce our services, explain our costs and let you know what you can expect from us. It’s also an opportunity to gain an insight into your immediate needs and goals.

Step 2
Discovery Meeting

In order for us to truly tailor our service we need to get to know you and what is important to you. We want to know about your values, goals and aspirations in addition to understanding your family, work life and interests and any concerns you may have. We do this during an in-depth discussion. Ultimately we want to understand how you want to live your life.

Step 3

Following the in-depth discovery discussion we will then use our expertise and experience along with modern methods and ideas to analyse your current situation and your future objectives. This will enable us to start to work on creating solutions to help you move forward. The results of our analysis will be discussed and presented to you at the next stage.

Step 4
Planning Meeting

The objective of this collaborative planning meeting is to:
– Give you complete clarity and understanding of your financial position both now and in the future
– Talk through any of your concerns and discuss solutions to protect your wealth from unexpected events
– Explore and discuss your options before agreeing a plan of action that works for you to help you live your life your way.

Step 5

Once we have agreed your plan of action there may be a need to make changes to ensure your resources are pulling in the right direction. We will be here to manage this process and make things as easy as possible for you. Using the latest technologies we will ensure actions are implemented quickly and cost effectively, easing the hassle of dealing with paperwork and, importantly, keeping you informed at every step of the way.

Step 6Ongoing Reviews

Nothing in life stays the same. So we pledge to stay right by your side, helping you manage your affairs, review your plans and make further changes if and when required. Our aim is to help you reach your financial goals and maintain your desired lifestyle, keeping you on track in the most efficient way possible. We will keep you up to date with any changes in legislation and keep you informed of anything that will help you along your life journey.We are always on hand should you wish to discuss any matters and we will ensure you have unlimited access to the advisory team.