Financial planning process

Our unique process

We believe that every client should get the right structure so that they can build on their financial security.

Our advice process can be described through the following seven steps:

  1. Getting to know you and understand your circumstances.
  2. Set out what you want to achieve.
  3. Identify where we can add value.
  4. Prepare solutions .
  5. Implement a strategy.
  6. Follow up.
  7. Review

We make the process as easy as possible.

In our first meeting we seek to gain a better understanding of your circumstances. this  will put us in a better position to offer appropriate focused advice.

Once we understand what you are after we can look at options and strategies that benefit you.
Our advice does not necessarily result in a financial plan but results in a scoped solution in line with what you are trying to achieve.

In other words- our advice is directed to the specific areas you are after. This way costs are kept to a minimum.

Although it is important to review your strategies on a regular basis. We also understand that not all clients want a review as regularly as others so we can offer a service which suits your time frame.

One size does not fit all-

Everyone's situation is unique, which lends to a different level of advice and ongoing service.