Process

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.

• Define
• Identify
• Assess
• Prepare
• Implement
• Review

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.