Our Financial Planning service levels Diamond, Platinum and Gold aim to give our personal or corporate clients assistance in organising their personal or corporate financial affairs to more readily achieve their financial and lifestyle goals.
This can lead to the recommendation of specific contracts or policies, e.g. life assurance; a personal pension or employee benefit schemes, but initially it will result in the production of a plan devised specifically for each client, focussing on strategy and goals.
Introduction to Financial Planning
We aim to help our clients to manage their financial situation by having a good knowledge and overview of their current situation and their aims. Within this framework, we will discuss with the client how they can plan to arrive at those goals, and draw up a plan of action.
We can produce a one-off report on your current situation, but we prefer to be regularly involved in helping you achieve those goals, reviewing progress at regular ongoing intervals - Diamond, Platinum and Gold service levels - and adjusting our recommendations as your circumstances change.
The Financial Planning process
Upon appointment, our first step will be to start to prepare a financial plan tailored to your particular requirements and situation.
We will spend some time talking with you to identify your goals and objectives over the short, medium and long term. After that, we will find out details about your specific circumstances, and build up a comprehensive picture of your situation, which we can then analyse.
This leads on to the formation of an action plan on how we can best assist you to reach your stated goals. Our report will explain the approach we have taken and why.
The next stage is to implement that plan systematically and we will give guidance on the most suitable way to go about this, which can include recommending products available in the market place at the current time.
Progress will need to be reviewed and if necessary, revised at regular intervals, which we will agree with you. Adjustments can then be made as necessary, depending on changes in your circumstances or your initial goals.
If you feel this approach to advice will suit your requirements and needs then check out the Becoming a Client page.