Step 1 - The Financial Plan

Everything we do starts and ends with a Comprehensive Financial Review. It is the best possible way to help you understand what you actually have and to learn how you can take more control over your financial future. 

The Review includes:

  • A full profile of your financial position including; key people, policies, assets, liabilities, income and spending now and over your lifetime

  • Help in identifying relevant goals and priorities

  • Lifetime cashflow forecasts based on agreed assumptions using the best financial planning software available today

  • A review of your financial position in the event of a catastrophe (death, disability etc)

  • Unlimited "what if" planning (really great to help make sensible money choices)

  • A full strengths and weaknesses assessment covering all areas of planning

  • A series of high level prioritised recommendations

  • A debrief shortly after the review meeting to discuss your report and agree next actions

Step 2 - Building the Solutions

We can then get to work (if needed) on some focused projects. These are normally product orientated recommendations and are the means used to achieve your objectives.

We can advise on:

  • New or existing investments

  • New or existing pensions (not Defined Benefits pensions)

  • Retirement income arrangements (drawdown, annuities etc)

  • Inheritance tax planning

  • Insurance based solutions

Step 3 - Ongoing Review

Creating your plan is important but not nearly as important as making sure you follow it and adapt it as circumstances change!

Once our initial work is complete, we will provide continued, proactive support so you have the best possible opportunity of meeting your goals. Our service includes:

  • A full review of your financial plan at least annually

  • Unlimited additional meetings when required

  • Actions monitoring (something we like to call “professional nagging”)

  • Proactive tax planning support

  • Investment control and administration (risk control, tax efficiency review)

  • Ongoing product provider review (where investments are held under our influence)

The only thing NOT included is any new detailed advice projects which will always be subject to a separate fee.

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