1.Discovery
We must get to know who you are, your circumstances and what you wish to achieve through financial planning. It is just as important for you to get to know us, so you feel confident in trusting us to provide you with advice and guidance.
We are always happy to have a no-commitment initial meeting at our expense. We will listen while you tell us more about your current situation and what you wish to achieve. We answer any questions about how we work and what you can expect from working with us.
2.Research and planning
Once we understand your goals and expectations, we will head off to do the hard work for you. Our expert team will research the best options and formulate a plan that is aligned with your needs and goals.
We may come up with several options, which can be discussed further. This is just the start of our journey to ensure that your money is working as hard as possible for you.
3.Recommendations
When we have finished our research, we will meet to discuss our findings and make firmer plans for your financial future. We will explain how they will work for you in the long and short term. This can be done in person or via a written report.
In the recommendations, we will provide details of your existing financial position and any products you may have. We will comment on these and provide details of how we think your situation could be improved, both in terms of financial products and in relation to wider areas of financial planning. The report will be specific to you, reflecting your goals in life.
4.Implementation
At this stage, we take the recommended plans and implement them. Following our discussion, a financial plan that you understand and are entirely comfortable with will be implemented.
We make sure your finances are in order and set up any new investments or other financial products we have agreed are suitable. Our aim is to give you peace of mind about your financial future.
5.Review
It is important for us both that the plans we put in place continue to suit you and your life goals. As circumstances may change, we review your plans regularly with you and make changes if they are required. Of course, in the meantime, we are always happy for you to contact us.
