Individuals
Personal Planning
People spend their lives working hard, earning and saving for their future. There are many potential obstacles along the way that need to be mitigated but assuming they reach the future, what will all their hard work be worth to them? Most people that come to us are not sure. They have pensions and savings but they have no real idea what lifestyle it will all deliver when they stop work or how long it will last.
People that come to us may have an accountant, solicitor and sometimes a financial adviser, but they don’t have a coherent strategy to ensure their future is secure and achievable through careful planning and cash flow forecasting. They require new direction or a second opinion. Does this sound familiar?
How we work with you
Discovery Meeting
We want to understand you, your journey so far, what you want from life and what makes you tick. You also need to understand us. We demonstrate how we implement contemporary financial planning solutions that will make a difference to your life.
1
2
Goal Setting
We work with you to establish meaningful and realistic future life goals. Provided we feel we are a good match and we can add value to your family, we engage.
Analysis
Once engaged to serve you, we collate all information on your existing investments, pensions, property and insurance plans to analyse them in terms of overall risk, complexity, tax efficiency and viability.
3
4
Developing Your Plan
When we know you, your goals and where you are to date, we can develop your own financial plan for life. We will make recommendations to get you on track to achieve your goals in a tax efficient and cost effective way.
Implementing Your Plan
When you have reflected on our proposals and satisfied yourself that the plan is structured, robust and achievable, we will implement the plan swiftly following your instructions to do so.
5
6
Ongoing Progress Meetings
Following implementation we agree our progress schedule to ensure that we stay on course. Life events, unexpected expenses, economic or market shocks can knock you off track. But, if identified early, we can usually restructure the plan to get you back on track. Alternatively, you may come into an unexpected windfall which can change your outlook and objectives.
How we work with you
1
Discovery Meeting
We want to understand you, your journey so far, what you want from life and what makes you tick. You also need to understand us. We demonstrate how we implement contemporary financial planning solutions that will make a difference to your life.
2
Goal Setting
We work with you to establish meaningful and realistic future life goals. Provided we feel we are a good match and we can add value to your family, we engage.
3
Analysis
Once engaged to serve you, we collate all information on your existing investments, pensions, property and insurance plans to analyse them in terms of overall risk, complexity, tax efficiency and viability.
4
Developing Your Plan
When we know you, your goals and where you are to date, we can develop your own financial plan for life. We will make recommendations to get you on track to achieve your goals in a tax efficient and cost effective way.
5
Implementing Your Plan
When you have reflected on our proposals and satisfied yourself that the plan is structured, robust and achievable, we will implement the plan swiftly following your instructions to do so.
6
Ongoing Progress Meetings
Following implementation we agree our progress schedule to ensure that we stay on course. Life events, unexpected expenses, economic or market shocks can knock you off track. But, if identified early, we can usually restructure the plan to get you back on track. Alternatively, you may come into an unexpected windfall which can change your outlook and objectives.
Contact Us
Feel free to contact us using the form below for an initial discussion to determine if we are a good fit for you.