What we do

Our Approach

Financial Planning

Let us help you to decide what you want your money to do for you.

Financial planning means different things to different people and everyone’s goals are different. However, the backbone of financial planning is the same. To create a life plan that helps you to define your financial goals and creates an action plan of the steps you need to follow to achieve those goals.

Six Stage Planning Process

1. Initial Meeting

We offer a free initial meeting. It is a chance for us to get to know each other and to see whether we could work together to achieve your financial objectives.

We will ask lots of questions about your financial goals and objectives. At this stage we are trying to build up a picture of you and what you want your money to do for you.

Once we know what you are looking to achieve, we will then be able to tell you what our services will cost.

You will then have a chance to go away and think about how you want to proceed.

Financial Advice is a long term relationship so it is important you feel you can build a relationship with us. We do not want you to rush into making a long term decision.

2. The Discovery Meeting

Fact-Finding and Data Gathering
Great, you have decided you would like us to work with you. This meeting all about getting to know you, your financial goals, dreams, and aspirations and why they are important to you

We will identify any obstacles you face in achieving these financial goals so that we can look at ways of overcoming these obstacles together. We will then look at where you are now, where you want to be, and the steps we can take to get you there.

At this stage it’s all about gathering detailed information about your existing financial arrangements, we will conduct an in-depth risk profile as well as finding out what your financial goals and objectives are for the future and the timeframes for these.

We will write to your existing providers to obtain more detailed information about your plans. This generally takes 4 – 6 weeks.

3. Analysis of the data and create a plan

We spend a lot of time putting together a comprehensive financial plan that is personal to you.

We analysis your current plans and put together a recommendation and a tailored investment portfolio with an ongoing action plan

4. Strategic Planning Meeting

At this point, we will meet with you again to present our recommendations.

We will work through your financial plan and explain how you could achieve your financial objectives and the decisions you will need to make to put the wheels in motion.

We’ll help you to decide how much of the advice you want to implement and determine what actions you need to take and a timetable.

5. Implementation of our recommendations

We will complete and manage all the paperwork for you and implement any changes needed.

6. Ongoing support and strategic review

We offer ongoing support and an annual or twice-yearly strategic review to ensure that your plan continues to deliver.

As part of this service, we will ensure that any changes, either as a result of market forces, Government legislation, or personal circumstances are taken into account and will offer advice and recommendations on amending your plans accordingly.  We will keep you updated on the progress of the plan on a regular basis, as well as analysing any areas for improvement.

Get in touch with us

For further information about all our services, please contact us