Financial Planning
Financial Planning
Our Aim is to make sure our clients are fully financially protected and to set a clear path to ensure you can achieve your financial goals.
We strongly believe that with the right guidance and advice, every client can achieve financial success.
Our Financial Planning Process involves 4 key steps:
Step 1.
We have an initial conversation to get to know you and your circumstances and understand what goals you want to achieve. It will also be a good opportunity for us to explain how we can help you with our Financial Planning Process.
Step 2.
We will have a meeting to gather all the information that is needed to establish your current position and then fully analyse this information so that we can identify ways to achieve your aims and also identify any gaps that you may be exposed to. This meeting can be done virtually or in the comfort of our offices. Whichever way suits you best.
Step 3.
We will create a clear plan to help you achieve your goals and will then help to put your plan into action. By going through the recommendations together we can discuss any gaps that we may have identified, and implement a priority list to get you set up financially.
Step 4.
We will monitor and review the progress of your plan on a regular basis and will always be available to assist you in the management of your plan. This will include regular updates on the performance of any savings/pensions to make sure you are on track to achieve your goals and also regular reviews.
With thorough Planning, careful implementation and ongoing support and guidance which we will always provide, there will be a clear vision for the road ahead including:
A) What life you can expect to live in retirement
B) Knowing that your family/business assets are working hard for you.
C) That you and your family will be financially secure if you fall ill or die.