TAKING YOU THROUGH THE PROCESS

Our main priority is to provide our clients with the best level of care and sound financial advice. Our process is methodical and transparent – working together so we agree a plan that is right for you.

Introductory Meeting

During our first meeting we will explain our tailored approach, take time to understand your situation and discuss your personal financial goals. We will explain the process you can expect and agree next steps.

Your Tailored Plan

Here we present and discuss tailored strategies, products and services that will help you achieve your personal financial goals. We will agree potential outcomes and answer any questions you have concerning your tailored financial plan.

Your Plan in Action

At this stage we are preparing to implement your plan, and complete the necessary paperwork. We will engage lawyer and accountancy services if required on your behalf, and liaise with any third parties as needed.

Once your tailored financial plan is activated, we will undertake ongoing reviews annually or more regularly if required. Through this process we will amend the approach if legislation or your personal situation has changed, and ensure your plan is on track to meet your goals.

The strength of our practice is based on open communication and personalised advice.