What We Do

In the first instance, we will arrange a meeting to discuss your current circumstances and your financial goals, this can be done face to face, or we can provide a fully remote service using zoom.

Everyone’s goals are unique, and can range from buying a new car, travelling the world, to securing the financial future of your family or business.

We gather as much information as possible, either digitally through our secure online portal, or via a face to face meeting.

This allows us to build a complete picture of your current situation and your objectives for the future, this will include agreeing on the level of risk that is right for you, and we will explain what this will mean, without using jargon.

We will then have built a clear picture of what you want to achieve, and we will then agree on what will happen next.

We do not charge a fee for this stage

Planning

We’ll explore and research various scenarios, and prior to considering any alternatives, we will consider whether your existing plans are sufficient, or whether they can be adapted to meet your objectives.

With the assistance our team of back office experts, we use state of the art research and cashflow planning software. This enables us to create bespoke recommendations based on your individual circumstances and objectives, in order to you the best chance of achieving your goals.

Implementation

Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action.

This will save you a lot of time and effort, and ensure your plans are set up correctly, making full use of available tax allowances and using appropriate trusts if needed.

if you prefer we can provide an online implementation meeting using zoom, and any documents requiring signatures can be securely e mailed to you, or exchanged via our secure client portal

Refine

Nothing stands still, so it makes sense to check the progress and appropriateness of your plans regularly, this way, not only will you find out how your plans are doing, but we can also ensure they adapt to changes in your circumstances, and are not adversely affected by changes to legislation or taxation.