We start by listening and discovering what is most important to you. This determines our direction of travel and how we make the most of your money now and later.
We spend time getting to know you, your background and your plans for the future. This is also your opportunity to find out more about us. This is a no obligation meeting at our expense.
Behind the scenes, we crunch the numbers and start to build your Financial Master Plan. This is the first building block of your ideal lifestyle. Throughout our time together we will revisit, tweak and reassess your plan to keep you on track. The plan is bespoke to you and your circumstances.
Analysis and Recommendation
Once we have presented the plan we will review the underlying investments, pensions or protection policies at your request to ensure they are the most suitable fit for you.
Should any changes be required, such as switching an investment or putting a protection policy in place, we will agree with you the parameters and our experienced team will set about putting this into place.
Annual Forward Planning
It’s important we review your circumstances at least annually to ensure your plan is still fit for purpose. Our forward planning meetings are designed to confirm ongoing suitability and make amendments if required helping you stay on track.