HOW WE WORK TOGETHER

For over 30 years, clients have trusted us to help them to achieve their lifetime goals. If you haven’t worked with a financial planner before, here is what you can expect on your journey with us.

Financial Consultation

Discovery

We’ll arrange an initial consultation at no cost to you. This is an opportunity to get to know each other and help you to identify your requirements. We’ll also assess your financial needs and your attitude to risk when it comes to investing.

Calculator

Research & Recommendations

We will research the most appropriate solutions which will utilise your finances to achieve your aims. As part of this, we may undertake a cashflow analysis to determine the impact of key life events, such as retiring or receiving an inheritance.

We will put together our recommendations for what you need to do on your journey towards achieving your aims. This is called a suitability report. This details the investments and other products that we recommend you invest in or purchase.

Signing a Contract

Implementation

Once you are happy with our recommendations, we will arrange implementation. We will deal with the practicalities of the documentation, including arranging new policies and plans, transferring existing arrangements and arranging fund switches, where necessary.

Elderly Couple Contract

Ongoing planning & advice

Many clients choose to continue working with us to ensure that they stay on track throughout their journey. Over a lifetime, it stands to reason that things will change, sometimes for better, sometimes for worse. We’re here to help you on your journey towards achieving your life goals. So, if you wish to benefit from our guidance and support over the long term, we recommend that you take up our ongoing planning and advice service.