We take a five-step approach to helping you achieve your financial goals and objectives.
1. Our Initial Consultation
This is an informal yet structured meeting where we get to know you, your present circumstances and your financial and other life goals. It also gives you the opportunity to meet us and decide whether you would like us to work for you. It generally only takes about one hour for this meeting.
2. Analysis and Strategy Development
Once we have reviewed your situation, and looked in depth at all of your existing financial arrangements we will undertake a detailed analysis to create a customised plan which includes calculating what financial resources you will need, and when, to meet your objectives.
3. Presentation of Recommendations
At our second meeting, we will present you with a bespoke financial plan or advisory report. This is a comprehensive report answering all of your important questions. We provide specific recommendations on the actions you should take. This might include changing existing investments or filling gaps with new financial products We take pride in our ability to communicate our advice in plain English.
4. Review and Implementation
At the next meeting, we will answer all your questions after you have had an opportunity to carefully consider and review the strategy. At this point we may work together to make small changes or "fine tune" the plan. Once the plan is to your satisfaction we will implement it, taking care of the paperwork and administrative procedures on your behalf.
5. Regular Review
While the plan we implement today will satisfy your current requirements, your circumstances will undoubtedly change over time. That's why we recommend a review at least annually to ensure the plan remains in line with your goals.
In order to determine the best solution for you, meet with one of our advisers, who will asses your current situation, or issue that you want addressed, and will construct an effective affordable solution specially tailored to fit your needs.