A simple, approachable process
tailored to you.
We have a simple 5-step financial planning process that focuses on your life and what you want to achieve, not how much you have in your pocket.
Everybody we see is different with different goals, aims and desires for the future whether that be for themselves, their families or their businesses.
Our plans are researched, designed, stress tested and created individually for you by your super qualified and experienced Financial Advisors so that you will know how you can get from where you are now to achieving your goals whatever they may be and whenever they may be for.
2. We design the plan.
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1. We meet with you.
We can meet face-to-face at either our office or your home/workplace or if you’d prefer we will set up a video meeting, whichever works best for you.
This meeting is completely at our cost and to listen to you and understand what you need and how we may be able to help and work together going forward. Once we know what work is needed we can talk to you about the costs so you can make an informed no obligation decision whether to move forward.
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3. We present the plan.
Once your plan has been designed we will meet with you again to talk it through in our friendly, relaxed, straight forward, no nonsense, jargon free manner.
We will make recommendations from our research, knowledge and experience and work with you to agree the best course of action to move the plan forward.
Once your plan has been designed we will meet with you again to talk it through in our friendly, relaxed, straight forward, no nonsense, jargon free manner.
4. We take action
5. We review the plan.
No that’s not the last you hear from us! We will review your plan regularly, at least once every 12 months if not more often than that. We do this to make sure that everything remains on track and that if life throws any curve balls we are ready to catch them and continue to plough forward to meet those original goals and add the new ones in as they arise.
You can also use our client portal to keep track of all of your pension and investment performances in one place so will always know where things are up to with just a click of a button.
What we will do:
As part of our financial planning process, we will make sure to do the following things:
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Listen to what you want to achieve in life in the near and far future.
Create a financial plan with clear, straightforward ways to achieve this.
Help you to follow it through, reviewing regularly to make changes where needed.
Whilst we do the things above, we will never do any of the following:
We will never recommend anything which we wouldn't do ourselves.
We won't bog you down with financial jargon that's difficult to understand.
We won't disappoint you or tell you we can do something we can't follow through on.