What is financial planning?
Financial planning aims to give our clients objective assistance in organising their personal or corporate affairs, or both, to more readily achieve their financial and lifestyle goals.
This can lead to the recommendation of specific contracts or policies e.g. life assurance or a personal pension plan, but initially it will result in the production of a plan devised specifically for each client focussing on strategy and goals.
The Financial Planning Process
Our first appointment with you allows us to get to know you, understand your circumstances and establish what your financial goals are. A first appointment is free of charge and without obligation and will last approximately 45 minutes – 1 hour. An appointment can be at your home, in the office, or even over the phone.
2. Research and Analysis
We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.
3. Financial Report
Following a first appointment, we are then in a position to prepare a report and recommendation for you based on your current needs and future financial goals.
Once you have read our report and wish to proceed we put the financial steps in place for you to ensure the successful implementation to helping achieve your goals.
Depending on the type of service level you have selected we will review your financial plan regularly to help you achieve your financial goals and develop a mutual on-going relationship.