Financial Planning isn't just about savings or investing or 'stand alone' products such as a pension. It’s about building a relationship with you to understand not only your current financial situation, but also your goals and aims for the future. Here's how we work with you to create a unique plan which gives you financial peace of mind - for life.

Free ‘no-obligation’ initial meeting

Firstly, one of our advisers will spend time asking plenty of questions to establish your unique circumstances, life goals and plans, current and future income and assets, plus your attitude to investing. We’ll also explain our services then confirm our terms of engagement and the work we’ll undertake on your behalf.

Recommendation

Next, we’ll create a plan tailored to your requirements. As part of this we’ll collect more detailed information about your current financial arrangements and conduct an in-depth analysis and research of your affairs, to help us understand how your finances are structured and currently performing.

We’ll then provide you with a detailed report, summarising efficiencies and improvements to help you achieve your financial ambitions, covering areas such as tax planning and protection, retirement planning, and investment management.

Implementation

Once we’ve discussed this with you, there may be some changes to arrange and plans to implement. We’ll take care of all the necessary paperwork, liaise with all third parties for you, and get things all set up.

Ongoing support

In addition to your own Wealth Manager, you'll have a full team of skilled professionals working ‘behind the scenes’ to provide you with a full level of support.

Review meetings

Inevitably your needs and circumstances will change, so we’ll meet at least annually - or more regularly if needed - to review your financial plan and investment portfolio, ensuring it still meets your needs and goals and adapting things as change happens.

Portfolio valuations

You’ll have 24/7 online access and also be provided with valuation reports at agreed intervals, so you can keep track of all the elements of your portfolio.

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