Our planning process

The first and most important part of any relationship is making sure both parties are the right fit for each other. That’s what we hope to establish in this initial appointment.

You can tell us your concerns or requests, and we’ll explain what we can offer to care for your finances. If you like what you hear, we’ll set up a deeper conversation.

In our second discussion, we’ll establish precisely what’s required and the specifics of how we can help. Our financial planners carefully listen to your hopes and dreams for your future and wealth, ensuring they fully understand your aspirations.

This is an information-gathering exercise, but also an opportunity for you to ask more questions and for us to explain our approach in greater detail. After this, it’s time to start making some real progress towards your goals.

The background information you provided at your consultation is our starting point from which to carry out some more in-depth research into your current circumstances. With a clear picture of your finances, as they stand, we can make better-informed recommendations.

Our wider team will contact providers and third parties to learn more about the assets you hold. This process happens in the background, and once completed, takes us through to the milestone of creating your financial plan.

When you enlist us to solve your financial problems and put you in a stronger and healthier position, that’s exactly what we do. Our prescription is a detailed financial plan, outlining exactly what we think we should do to achieve the results you seek.

At a follow-up meeting, we’ll discuss the recommendations in your plan in clear, considered terms. Together, we can then make any tweaks until you’re completely comfortable with what’s been suggested.

If you’re happy to proceed with the recommendations in your plan, we’ll take them forward on your behalf. From investments to insurance and beyond, our team has expertise across the board and can handle any action necessary.

As part of this process, we’ll contact the relevant companies, handling all required paperwork and administrative tasks. Our colleagues will keep you informed of progress step by step, so you’re never left in the dark.

Your wealth needs careful monitoring and examination, and this is what you’ll enjoy as our client.

At your dedicated check-up meeting, you and your adviser will review your plan together, discussing performance and any changes to your finances or personal situation. These meetings will be held annually or as frequently as you like, and ensure everything stays on track so you can feel confident about your financial future.