1. Understanding your situation

An initial meeting is simply an opportunity to get to know one another; for us to evaluate if we can help you and for you to decide whether we are the right firm for you. We will provide you with our Terms of Business and full details of our charges for our services.

Once we have agreed to work together, we will spend time understanding and establishing your financial goals and objectives. We establish details of your current financial arrangements, income, assets, liabilities and expenditure, armed with this information we can fully analyse your individual situation and form our personal recommendations.

Using the information, we gather regarding your aspirations and current financial situation, we will carry out in-depth research and analysis of the various options available to you. We then use our skills, knowledge and expertise to create a bespoke financial plan designed to achieve your goals.

2. Creating your Plan

Having analysed your goals and objectives and any existing financial plans you have in place we create your bespoke individual personal plan. We complete in-depth research and analysis of various options and this is presented to you in a clear and straight forward way which you can understand. You will be fully aware of costs, risk and tax implications of your recommendations.

3. Implementing changes

With your agreement we can then put your bespoke plan in to action. We take away the stress of paperwork and administration and bring your plan to life.

4. Ongoing service – Review

To get the best from your financial plan an ongoing service is where the real value lies. Over time things change including personal circumstances, goals and aspirations, the economic environment and tax legislation. To ensure that your plan remains on the right track and your strategy continues to be fit for purposes we will continue an ongoing relationship with you, with regular reviews, assessing ongoing suitability, to ensure that your plan keeps on track.

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