The sophistication behind a financial plan can often be underestimated and made more complex by the constantly shifting landscape. That’s why seeking professional advice is important. We offer tailored plans based on your current circumstances and life stage. Our fee-for-service means that the fees you pay are agreed in advance before any personal advice is given and you can be confident that there are no hidden fees.
Our financial advisers will take you through a six step process:
1. Complimentary Consultation
Initial Meeting: We'll start with a no-obligation meeting to chat about your financial objectives, future goals, and what you expect from the process. It's a great opportunity for us to get to know each other.
2.Information Gathering
Confidential Questionnaire: We'll gather detailed information about your background, investment objectives, risk tolerance, and current investment patterns. This helps us understand your unique situation.
3.Discuss Financial Opportunities
Strategy Discussion: Together, we'll explore various strategies to meet your objectives. We'll consider what's feasible and identify any gaps. You can agree on fees before we proceed.
4. Preparing Your Plan
Detailed Financial Plan: We'll develop a structured plan tailored to your needs. This will cover strategies, investments, social security issues, risk management, and tax planning. You'll receive this in a Statement of Advice.
5. Implementing the Plan
Strategy Implementation: We'll begin implementing the agreed-upon strategies outlined in your financial plan. This is where we put the plan into action.
6.Ongoing Review
Regular Reviews: We'll emphasize the importance of ongoing reviews to adapt to changes in your personal circumstances or legislation. This ensures your plan remains robust and on track.
This process ensures a thorough and personalised approach to achieving your financial goals. If you need any further adjustments or have specific questions, feel free to ask!