Every financial plan we create is unique, but the process we follow does have some clear milestones. We always begin by talking and getting to know you and your goals, we never recommend any action without taking the time to first understand and assess your situation. From this point on we only act when you understand our recommendation and present a clear and detailed proposal for your approval.
We understand your current situation, goals and concerns.
A meeting or video call is held to establish a clear understanding of what you want to achieve from your financial plan.
We work to create a bespoke plan designed for you.
Once we have all the relevant information we can begin to create a strategy for you, which we present in a detailed and clear proposal.
We implement the plan and act in your best interests.
Once we have presented and explained our advice, and when you are confident and ready to act, we implement your financial plan and create the required structures.
Your adviser will always be on hand for support. You have instant online access to view your plan and we hold regular reviews to keep you informed and ensure your plan adjusts for any change of circumstances.
