How we Work
Life is full of changes, and with each new set of circumstances come new financial needs. A coherent financial planning cycle brings together all aspects of planning into a unified process.
The Process we follow:
Stage 1
Your Goals
We establish your life goals, personal circumstance, aspirations and concerns.
Stage 2
Your Information
We collect all relevant personal and financial data and establish your perceived risks.
Stage 3
Analysis
We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that we will best suit your needs.
Stage 4
Design Your Strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.
Stage 5
Implementation
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
Stage 6
Regular Reviews
If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in your plan.