We look at your entire financial position, your needs and what you want to achieve in life before helping you plan to get there. Then we guide you through a simple step-by-step process to create a financial plan just for you.
1 Understanding your goals
At your first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you.
2 Considering the opportunities and risks
After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals.
3 Building your financial strategy
Based on our discussions and research we will present you with a customised financial plan that is written in plain English, which will set you on the path to where you want to be.
4 Bringing your plan to life
We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, and know where your money is going and why.
5 Staying on track with regular advice
Your strategies will be reviewed annually and you will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.
