Our financial planning process

We need to get to know each other, it is important that you feel comfortable with us and we feel comfortable with you. There's no charge for this meeting which can be held at our office, by video call, or on the phone.

Known as fact finding, this enables us to build a picture of your current financial position. We will look at assets, debts, income, and expenditure, as well as starting to explore your views on investment risk.

Most commonly our clients what to be comfortable, to have peace of mind knowing their finances are in good shape. Together, we need to investigate this a little further to define what this means to you. Once we know what you would like to achieve, and when you would like to achieve it, we have what we need to build your financial plan.

With the information gather we will build you a Cash Flow forecasting your financial future. We will then research the most suitable solutions to research your financial goals.

If you are happy with our recommendations, we will take you through the relevant paperwork and establish the solutions that put you on the path to your financial goals.

Once Your Financial Plan is active, our on-going advice and service keeps you focused on meeting your goals and objectives, and us focused on ensuring the investments remain suitable.