We will arrange a meeting at a time and place convenient for you. This is an opportunity to gather information, get to know you, and understand your goals; in life, not just in relation to your finances. We build long-term relationships with our clients to put you on the right track and ensure you remain there.
We obtain information on any of your existing plans and complete a review of your cash flow. What does your current financial picture look like and will it achieve your goals?
Using lifestyle cashflow planning software, we will create a plan that will solve your current financial problems and get you on the right path to achieving your objectives. We’ll then meet again to present the plan and our recommendations. Of course, you’re bound to have to questions and queries here; we’ll make sure those are addressed.
Our team will work to implement the recommendations we have put in place. We will be happy to work with any other professional advisers, including advocates and accountants.
A financial plan is not a one-off process. We will continue to review the suitability of your plan and arrangements regularly. Not only can your objectives change but so too can regulations, products and tax rules. We will be there to make sure you stay on-track. We build long-lasting relationships with our clients and offer an ongoing service to ensure you and your family remain on track, whatever happens.