WHAT IS A FINANCIAL PLAN?

Life is not a rehearsal, we only get one go at it so our role is to help you get the most out of it. We do this by working with you to understand what you want to achieve in life and then put in place the financial building blocks to enable you to achieve your goals.

Your financial and personal situation is unique so your financial plan will be too. We will work with you to establish your goals and use cash flow modelling to breathe life into your money to help you to achieve your objectives.

Our ongoing service is personal to you and ensures we keep your goals at the forefront of your financial planning. Because life is full of surprises and changes, we will meet with you regularly to review your plan to ensure it still meets with your current situation. We will work with you as your trusted partner to ensure you stay on track.

We will keep you informed and be somebody you can talk to about money and your finances. We help our clients make better financial decisions and avoid the bad ones.

 
  • Step 1

    Engagement

    An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.

  • Step 2

    Discovery

    Here we start to get to fully understand your objectives so we can develop well defined goals.

  • Step 3

    Research & Analysis

    This is where we develop your Personal Financial Plan. We do this by covering a series of critical steps.

  • Step 4

    Present Recommendations

    We’ll discuss the Personal Financial Plan we’ve developed specifically for you, setting out the realistic recommendations designed to achieve your goals.

  • Step 5

    Implementation

    Once you fully understand your plan and our recommendations and should you decide to proceed, we put the plan into action.

  • Step 6

    Ongoing service & relationship

    You can agree to an ongoing service from us. This allows us to, again, follow the critical steps to ensure your plan stays on track. It may be that you do not wish to sign-up to an ongoing service and prefer to work with us on a Transactional Basis. This would allow you to approach us as and when you need help and advice with your finances.