Getting to know you We’ll meet with you to discuss your financial circumstances and create a detailed picture of your current situation, covering everything from your occupation and mortgage to savings and investments, tax status and current liabilities.
Understanding your goals and ambitions Next, we’ll talk about your objectives and your aspirations, including any concerns you may have. We’ll cover your personal attitude towards investment risk, as this will be a central element of your personalised financial plan.
Creating a Plan We’ll provide a detailed analysis of your current position and outline our recommendations to help you achieve your financial goals
Implementing your plan Once we have the green light from you, we will get to work implementing our recommendations as part of your financial plan
Reviewing progress We’ll make sure we keep you up to date on progress with regular comprehensive reviews at least annually – more regularly if required. This enables you to see clearly how your plan is developing and helps us to stay on track to ensure your goals remain achievable.