Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, six-step process to create a personalised strategy, tailored for you.
Step 1: Defining the scope of engagement
In our first meeting we will explain the process that we will follow, find out your needs and make sure they can meet them. We will also talk you through our background as financial advisers and our fee structure.
Step 2: Identifying your goals
Next, we build on our understanding and work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.
Step 3: Assessing your financial situation
Once we have identified your short and long term goals, we then take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.
Step 4: Preparing your financial plan
Once we have a clear understanding of your individual goals and your financial situation, we will then recommend suitable strategies, products and services, and answers any questions you have.
Step 5: Implementing recommendations
Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor as identified.
Step 6: Reviewing the plan
Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.
To see what you need to bring to our first meeting, click here