It is important to make sure you are comfortable that we have taken the time to understand your needs, goals and preferences before we make any recommendations.

These six steps help you to understand what you can expect from us.


Defining The Scope Of Engagement

We will explain the process to be followed, find out your needs and make sure we can meet them. You can ask them about our background, how we work and how we charge.


Identifying Your Objectives

You work with us to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.


Assessing Your Financial Situation

We will take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.


Preparing Your Financial Plan

We recommend suitable strategies, products and services, and answer any questions that you may have.


Implement The Recommendations

Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor.


Reviewing Your Plan

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.

All the world’s a stage, and all the men and women are merely players William Shakespeare
A fool and his money are soon parted. What I want to know is how they got together in the first place Cyril Fletcher
My main problem is reconciling my gross habits with my net income Errol Flynn
All I ask is the chance to prove that money can't make me happy Spike Milligan
A very rich person should leave his kids enough to do anything but not enough to do nothing Warren Buffet
Next to being shot at and missed, nothing is quite as satisfying as an income tax refund F.J. Raymond
Those are my principles, and if you don't like them... well, I have others Groucho Marx

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