Our Approach

As independent financial planners our team of professionally qualified, dedicated and experienced advisers can give you all the help you need, with access to a huge range of options to completely tailor the best financial solution for you.

An informal chat with our one of experts will give you the advice you need.

Have a chat with one of our experts today.

1. Initial Discussion

In our initial meeting, which is free and without obligation, we establish your goals, objectives and aspirations. It is important that we fully understand your current situation and what existing financial products you have in place. We don’t undertake any financial planning on your behalf until we confirm our charges and you agree to proceeding.

2. Gather the information

In this part of the process we gather information about your current income and expenditure, assets and liabilities and information about existing policies and investments. We are establishing ‘Where you are now’ with this factual information.

3. Prepare an analysis and research

Having been provided with some information about your existing plans, we go and find out more about them and how they can work with your goals and aspirations. Once we have all the information we prepare a financial analysis of your current situation. We look at lifetime financial planning and identify gaps that will stop you achieving your goals, we number crunch.

4. Designing the plan of action

We will then formalise our solutions in a personalised report this is unique to your situation.

5. Putting the plan into action

The plan is clearly explained to you face to face, all your questions are answered and of course it is your decision to implement the plan, we agree together the best way forward. Once you are happy with your plan our team will implement it.

6. Monitor and Review the plan

As a client we regularly review the plan with you, things change, personal circumstances, legislation, markets…we will make sure your plan is working for you. We review its success against measures that we have agreed in the plan. We will agree an-going review structure and associated costs with you at outset.

1. Initial Discussion

In our initial meeting, which is free and without obligation, we establish your goals, objectives and aspirations. It is important that we fully understand your current situation and what existing financial products you have in place. We don’t undertake any financial planning on your behalf until we confirm our charges and you agree to proceeding.

2. Gather the information

In this part of the process we gather information about your current income and expenditure, assets and liabilities and information about existing policies and investments. We are establishing ‘Where you are now’ with this factual information.

3. Prepare an analysis and research

Having been provided with some information about your existing plans, we go and find out more about them and how they can work with your goals and aspirations. Once we have all the information we prepare a financial analysis of your current situation. We look at lifetime financial planning and identify gaps that will stop you achieving your goals, we number crunch.

4. Designing the plan of action

We will then formalise our solutions in a personalised report this is unique to your situation.

5. Putting the plan into action

The plan is clearly explained to you face to face, all your questions are answered and of course it is your decision to implement the plan, we agree together the best way forward. Once you are happy with your plan our team will implement it.

6. Monitor and Review the plan

As a client we regularly review the plan with you, things change, personal circumstances, legislation, markets…we will make sure your plan is working for you. We review its success against measures that we have agreed in the plan. We will agree an-going review structure and associated costs with you at outset.