Our financial planning process

We use a structured six stage process to ensure the financial plan we recommend is tailored to your requirements and is flexible enough to be adapted as circumstances change.

Our financial planning process

1
Engagement

Engagement

We start with an introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.

2
Discovery

Discovery

We then start to explore your objectives in more detail so we can develop well defined goals. The crucial thing for us is to find out what makes you tick. We want to identify your personal goals, objectives and your current financial situation. This will help us to focus on what is important to you so that you can live the life you want to lead. Then, using some of the most advanced financial planning tools available, we will research the market and provide independent advice on the most appropriate ways to help you reach your goals.

3
Research and Analysis

Research and Analysis

This is where we develop your Financial Plan, in line with the objectives you’ve highlighted. We do this by covering a series of critical steps; looking at your attitude to risk and your cash flow, researching the best options available, investigating tax efficiency and proposing potential solutions.

4
Present recommendations

Present recommendations

After all the groundwork is completed, we will discuss the financial plan we have developed with you, setting out our recommendations and answering any queries you may have.

5
Implementation

Implementation

Once you feel you fully understand your plan and are happy with our recommendations, we start to put it into action. We will manage each stage of the implementation, liaise with all the relevant third parties and ensure the necessary documentation is submitted on your behalf.

6
Ongoing service and relationship

Ongoing service and relationship

We offer an ongoing monitoring service – this allows us to ensure your plans stay on track with regular financial reviews, including frequent updates and performance valuations. Our role is give you peace of mind that we are taking all reasonable steps to secure your financial future.