STEP ONE

Get to know you. In this introductory meeting we aim to build a trusting and open relationship. We explore your goals, discuss your current financial situation, your aspirations for the medium and long-term future, who is important to you and what legacy you want to leave behind.

There are big questions that often go unanswered as we navigate through the day-to-day of busy working/family life. Our job is to help you identify your key priorities so we can help you achieve the future you want.

STEP TWO

Build your tailored plan. Your bespoke and fully personalised plan will then be created with the objective of helping you meet your life goals.

We’ll talk this through in detail and it will become our roadmap to your financial freedom and future security.

STEP THREE

Share our recommendations. Once you have a clear picture of what the future you want looks like, we will guide you through our recommendations of how we can protect and grow your wealth as tax efficiently as possible.

It’s important that you fully understand the different financial options available to you, from pension and investment planning to estate planning, inheritance tax and family protection.

Whether you are experienced or not, we will provide clear advice in a way that works for you.

STEP FOUR

Ongoing catch ups and reviews. Our lives and circumstances are always changing and evolving - we will continually review your financial plan to make sure it reflects your life stage and goals.

Regular reviews allow us to keep up to date with your current situation and provide ongoing personalised advice.