Our Financial Planning Process 

 

Stage 1 - Free Initial Consultation

 

The initial meeting provides you with an opportunity to ask questions and understand what we do. For us, it helps us to identify what help you require, discuss the options available to you and inform you about our charges.

 

Stage 2 - Full Financial Review & Recommendation

 

We will carry out an extensive assessment of your personal and financial circumstances to establish your financial planning requirements.

 

Stage 3 - Policy Arrangement & Implementation

 

This involves the implementation of our recommendations, keeping you informed of the progress and ensuring all plans are arranged as instructed.  

 

Stage 4 - Ongoing Reviews & Management Service

 

Your financial objectives are likely to change over time. We believe it is esential to carry out structured reviews to ensure that existing arrangements remain suitable and to identify areas of financial planning that may require attention as your circumstances change.