Our Financial Planning Process

01. Analyse your situation

This first meeting is where we get to know each other. We explain how we operate, as well as what you can expect. We also spend some time gathering information on your current circumstance and objectives. We think this is the most important steps as we partner with our clients for many years.

02. Set your future goals

During the first meeting, you let us know what you actually want to achieve. You work with us to identify your short and long term financial goals, your needs and wants, this stage serves as a foundation for developing your plan. If we feel we can be of assistance to you, we will agree to prepare a comprehensive, written financial plan for a fixed fee.

03. Plan preparation

Having gathered the necessary information, which may require a second meeting, we prepare the financial plan. This is based directly in line with strategies targeted at achieving your future goals. We write these in plain and simple language to simplify the financial management processes.

04. Plan presentation

Now we catch up with you to present and explain our written recommendations, which cover many issues including investments and strategies, and also any costs and fees associated with those recommendations. We thoroughly explain how our recommendations will achieve your objectives.

05. Implementation

Once you have considered your financial plan, we then work with you to implement the recommendations. The implementation may take some time and we will monitor it progressively, keeping you regularly updated on progress.

06. Ongoing service and review

We offer a comprehensive service which for a flat fee provides you with an annual report (more frequently if needed). This includes analysis on any investments, checks performance against objectives, recommends changes
we think are appropriate and provides you with ongoing access to your adviser.

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