Financial planning process

Our financial planning process revolves around you.

We make a concerted effort to understand your circumstances, financial position, and desired achievements and aspirations; from starting a business to retiring close to family and friends, so that we can work alongside you to provide informed and relevant financial advice.

Once we have a comprehensive understanding of you and your goals, we’ll work with you to put strategies and measures in place to achieve them. This can involve modelling using sophisticated financial planning software and comprehensive strategic advice backed by research.

Our recommendations are then presented to you in a Statement of Advice. After this, a meeting is arranged to discuss the recommended strategies and how critical aspects of your needs and objectives are likely to be met.

When we’ve agreed on the most appropriate solution, we will guide you through the implementation phase and introduce you to our ongoing review service. This is a key component of our service which is extremely proactive and involves regular communication with you.

The six stages of financial planning

1. The initial consultation
2. Information gathering
3. Discussing your financial options and opportunities
4. Preparing your plan; the Statement of Advice
5. Putting the plan into action
6. Regular reviews and checkups

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