Building a Financial Plan
We pride ourselves on providing all of our clients with a holistic financial plan. This means that we take into account all aspects of your circumstances, not just what you have in the bank.
Building a Financial Plan
In order to ensure that we can give you the most comprehensive financial plan possible, we break our process down into the following five stages:
1.
Goal Setting
We meet with you at our expense to understand your needs and objectives and help you to prioritise your goals.
2.
Research
We review any existing plans you might have and research the whole of market to find the best solutions for you.
3.
Recommendations
We meet with you again to present our recommendations to you and explain how these will help you to achieve your goals.
4.
Implementation
If you choose to proceed with our recommendations, we will help you complete all the necessary application forms and process these on your behalf.
5.
On-going service
No financial plan is complete without an ongoing review service, where we meet with you at least annually to confirm whether your goals and circumstances are still the same and whether any changes are required to your plan or policies.