Our Initial Meeting
By gathering information from you we will be able to establish your current financial position and what your goals and aspirations are so that we can work out how we will be able to help you.
We will also be able to find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.
At this stage, you will also learn about us, what we do and how we will work with you. We will be open about our charges and explain the next steps to you.
We do not normally charge for this meeting.
Planning
Having identified and established your goals, we can now explore and start to research possible solutions
This could also include building on your existing plans so you give yourself the best chance of achieving your goals. Once we have completed all the research and analysis, we put this together in a written report.
We may have to ask further questions and gather more information in order to assist us to establish the right plan for you and it is only when we have all of the information we need will we move onto the next phase.
Implementation
Only once you fully understand the recommendations, will we be happy to proceed implement the solutions. We are available to answer any questions that you might have following receipt of our report and encourage these as much as possible.
Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will co-ordinate the whole process.
Alternatively, you may decide to implement our recommendations yourself, or you may not wish to proceed any further, in which case we just charge you for our time and advice.
Review
Nothing stands still, so it makes sense to review your plans regularly. Our aim is to also build an ongoing relationship with you so this stage is just as important as those before it.
We suggest your review meetings are held annually. During our review, we will check that the plans we put into place still match the goals and objectives that you set. If changes have occurred in your life, where necessary, we’ll adjust your plan to ensure you can remain on track to meet your goals. It is also beneficial to review if any of your plans are affected by changes to legislation or taxation during that time.
