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:
We establish your life goals, personal circumstance, aspirations and concerns.
We collect all relevant personal and financial data and establish your perceived risks.
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.
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.
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
If you choose, we’ll meet on an ongoing basis to assess your strategy and implement the next steps in your plan.