We will help you to review your existing financial situation and reach a representative assessment of your likely needs. For this, you will need to put aside some time to talk to us – the first consultation is free. There’s no charge, and no obligation, whilst we assess whether it is worth going ahead.
Depending on your instructions we will then perform a ‘needs analysis’ built on your current situation, and taking a view of any plans or goals you may have. We will proceed to advise you on anything from a short term financial strategy to a lifetime financial plan, followed up with regular reviews.

Financial Planning process

1. Getting to know you
   Determine your goals for your financial future and how we can help you achieve them.
2. Information Gathering
   Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.
3. Research and Analysis
   Assess and identify any gap in achieving your desired objectives – create an action plan.
4. Presenting your Financial Plan
   Discuss and explain our recommendations in line with your Financial Objectives.
5. Implementing your Plan
   Complete all necessary documentation.
6. Ongoing Review
   To adapt your plan if circumstances change and/or regular monitoring to ensure plans are continuing to meet Financial Goals.