It all starts with you...
It’s important to make sure you are comfortable that your financial planner has taken the time to understand your needs, goals and preferences before they make any recommendations.
1. defining the scope -
We will explain the process that we will follow, find out what your needs are and make sure we can meet them. You can ask us how we work, about our background and how we charge.
2. identifying your goals -
You work with us to to identify your short and long term financial goals - this stage serves as a foundation for developing you plan.
3. Assessing your situation -
We will take a good look at your position - your assets, liabilities, insurance coverage and investment or tax strategies.
4. Preparing your financial plan -
We recommend suitable strategies, products and services, and answer any questions you have
5. implementing our advice -
Once you're ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor.
6. reviewing the plan -
Your circumstances, lifestyle and financial goals are likely to change over time, so it's important your financial plan is regularly reviewed, to make sure you keep on track.