We can help in all sorts of different ways to help you achieve your financial dreams. We can run at your pace but we prefer to work as laid out below as we think it works best. We’re in it together and therefore it’s better to spend the time planning beforehand with you.
Our 5 stage process
- ‘Knowing me; knowing you’
- ‘All about you’
- ‘Another brick in the wall’
- ‘Don’t stop believing’
- ‘The long and winding road’
‘Knowing me knowing you’ – ABBA
Our first meeting should be a relaxed affair, perhaps best done over a welcoming cup of tea or coffee. We should focus upon us both finding out a little bit more about each other to see if we can work together. We’ll share how and why we do things around here.
We want you to feel relaxed enough to know you are in the right hands and that we can add value. If we can’t, we will say so.
‘All about you’ – McFly
If we both decide we can work together the next time we meet we will focus wholly upon you, your life and your financial story to date. We want to know your hopes and fears, your dreams and realities. We want to understand everything there is to know about you, including any concerns you may have and what you want your retirement to look like.
We will ask you about your dreams and aspirations, your life ambitions, and we will ascertain your financial position, your assets, liabilities, income and expenditure, so we can really dig deep and starting building your financial plan.
‘Another brick in the wall’ – Pink Floyd
Once we have all your information we will spend some time analysing the data and building a plan together with a series of recommendations. It’s all quite fluid at this stage and we will ask you to come in and allow us to present this to you.
We will check and re-check your objectives with you and once we’re certain we’ve understood it as well as you do, we will focus upon some planning strategies to achieve your objectives and address such things as the risk you might wish to take, the tax issues you might face over the course of the lifetime plan.
‘Don’t stop believing’- The Cast from Glee
Once you’ve had the chance to go over your plan and make some observations and notes, we will meet again and address any queries you might have.
We will agree together what the next steps are and once that’s all in place we will start acting and implementing your financial plan to achieve your objectives.
‘The long and winding road’ – The Beatles
Just like life, your plan will ebb and flow and evolve. Our job is to constantly review this and make sure everything is on-track to achieve your objectives. We have some failsafe’s in place and we want to assure you that one of our roles is to be the joint custodian of your financial and life promises to yourself.
We will meet up regularly and we will communicate with you so you can have peace of mind about all areas of your lifetime financial plan.