What to expect?
Defining the Scope of Engagement
We will explain the process we will follow to find out your needs and making sure we can meet it.
Identifying your goals
You work with us to identify your short and long term financial goals - which serves as a foundation to developing your personalised plan.
Assessing your financial situation
We will examine your current financial position - including your assets, liabilities, insurance coverage and investment or tax strategies.
Preparing your financial plan
We will recommend suitable strategies, products and services and answer any questions you may have.
Implementing the recommendations
Once you’re satisfied with the recommended plan, we will do the hard work of implementing your strategy into action. Where appropriate, we may work with specialist professionals such as an accountant or solicitor to achieve your goal.
Reviewing the Plan
As your circumstances, lifestyles and overall financial goal may change over time, it is important to review your financial plan regularly and make sure you are consistently on track to achieve your goals.