We’ll work with you to create a personalised, financial plan
When you meet with one of our financial advisers, they will follow a carefully designed financial planning process
This will help them to understand your financial goals and what is important to you. Working together, you and your adviser will create a bespoke financial plan to help you achieve your goals.
Step 1 – Discovery
You will meet with one of our financial advisers, who will aim to get an in-depth understanding of your immediate needs and your goals and your current financial situation. They will listen carefully to make sure they get to the heart of what is really important to you and why.
The Discovery meeting will not cost you anything and you do not have to take up our services.
Next steps – Your financial adviser will explain how they can help you. They will give you details of any fees. Costs will always be agreed with you before any work is carried out.
Step 2 – Strategy
Once your financial adviser understands your goals, they will analyse your current financial situation. Your strategy report will summarise your aims and your current financial planning. It will highlight any gaps and set out how you can achieve your financial goals. Where appropriate. your financial adviser will use lifetime cash-flow modelling to create a personal plan for you. This will show your cash flow, net worth and tax position throughout your life.
Step 3 – Recommendation and implementation
Once we have agreed your strategy, we will research products or investments that will help you achieve your goals. Then, if you agree, we will put in place any recommendations on your behalf.
Step 4 – Review
Our personal circumstances and goals are likely to change through out our life. So, we believe ongoing advice, financial coaching and reviews of your financial goals and plans are essential to make sure you continue to meet your aims. We will, where appropriate, agree regular review meetings with you so that you stay on track for your best possible financial future.
Book an initial review meeting at no cost to you or find the right financial adviser for you by using the search tool above.