Life is a journey. Invest in it.

Introduction

An initial meeting allows us to start to get to know each other. It gives you the opportunity to tell us about your hopes and aspirations, and to ask us any questions.

If you think we can help you achieve your goals, we’ll agree on the way forward.

Collect

The next step is for us to gather as much information as we can about your personal and financial objectives. From what you tell us we’ll build a picture of your life, what’s important to you and what it costs to be you.

Analyse

We’ll then go away and look in detail at your current financial position – your income, expenditure, assets and liabilities. We’ll look at your personal objectives, and your attitude to risk and set out a plan that accommodates your financial and personal ambitions.

Develop

We’ll then meet again to review your plan. We’ll go through our recommendations and explain how they meet your objectives. We’ll also demonstrate how the plan can be adapted if your needs change. You will of course have the opportunity to ask us any questions and consider all the options available.

“When a client recently said: ‘I thought I would have to work for years but now I don’t. You’ve just changed our lives’ – that was very satisfying”
~ Chris Forde, Head of Financial Planning

Implement

Once the plan has been agreed, we’ll begin implementing it. We’ll put in place the products and services we’ve outlined. We’ll endeavour to keep any paperwork to a minimum and as hassle free as possible.

Monitor

Your Ongoing Service tier will set out what we provide you with.  We all know that life can change, which means your goals and dreams might too. Regular meetings enable us to make sure your plan continues to meet your needs,  it also allows us to check your progress and make any necessary adjustments.

We’re here for you at any point – to help you make life changing decisions if need be.