Initial Meeting

This is an opportunity for us to get to know each other. We will discuss ways that we can help you achieve your financial objectives, using our holistic financial planning approach.

Together we will discuss your financial goals and work with you to gather key facts to develop a picture of your finances.

From here we will analyse your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analysing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

Developing & Presenting Our Recommendations

We will offer financial planning solutions and recommendations that address your goals. We will also go over the recommendations with you to help you understand them so you can make informed decisions. We will listen to your concerns and revise any recommendations, as appropriate.

We will then agree on how the recommendations will be carried out, coordinating the whole process with you and your other advisers, such as your accountant and/or solicitor.

Ongoing Service

Financial planning is an ongoing process.

Life can throw many opportunities and threats at you and it is imperative that we continue to discuss and review your financial plan on a regular basis.

We will work for you throughout the process, checking on progress and taking time to talk through any adjustments or opportunities, as they occur. We will be ready to advise you if anything changes and provide guidance at every step of the way.