We have designed our planning service around our clients’ needs. This means we incorporate our technology, the latest thinking on behavioural science and our experience in managing our client’s goals and aspirations to ensure this service is tailored to provide them and their family with the best possible conditions for their plan to grow and meet their financial aspirations
We encourage clients to fully participate in developing the best plan for their financial futures, which is why before we provide any advice we want to listen to their aspirations and goals, as well as reviewing all existing arrangements. Once we have gathered all relevant information we will prepare a full personalised report on our findings to assist you achieve your goals.
The initial financial planning meeting and analysis are only the first stages in the journey to achieving their goals. We find that our client’s lives are constantly changing and therefore trying to predict what will happen in the future can be challenging and foolish, which is why our solutions are designed with flexibility in mind. It is for this reason that we carry out annual reviews to discuss changes and adapt their financial plans accordingly.
A typical review process would resemble the following: