As holistic Financial Planners, our expertise is deployed with the aim of maximising your wealth and therefore the quality of your life. While finance can be complicated, our process is simple:

Step 1: We conduct a no-obligation meeting with you, telling you everything you need to know about us and learning what we need to know about you – your existing assets, your future plans, hopes and dreams. We hope that you will progress to Step 2 but even if you do not, we believe you will gain value from this first meeting.

Step 2: When we know the scope of the work likely to be involved we confirm our fees, together with where we believe we can add value to you, in a formal Proposal Report. Only then, once you are happy with the costs involved and provide your consent to proceed further, will you be committing to pay for our services.

Step 3: We produce your tailored Financial Plan.

Step 4: We present your Financial Plan to you, explaining our recommendations in terms that you will understand, answering any questions that you may have either straightaway and/or after you have had time to consider the advice provided.

Step 5: We execute our recommendations for you, doing all of the legwork and taking the burden of administration and dealing with large companies away from you.

Step 6: At least annually we review your Financial Plan and provide you with updated advice, reflecting your situation at that time and factoring in any changes in legislation.

Life is short and finance can be a dreaded, “I’ll do that tomorrow” type of subject for some people however, we will help bring to life the benefits of a solid, intelligent Financial Plan and make it an enjoyable experience for you in the process.