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Our approach

It is vital to understand where you are in your financial journey – and where you want to be. Our 4-Step Lifestyle Planning Service ensures we build a clear picture and deliver precisely the right help for you.

4-Step Lifestyle Planning

1

Getting to know you

Identify

Establish what you already have

Quantify

Understand the monetary value of your worth

Prioritise

Determine what is really important and needs to be addressed first

2

Building a plan together

Quick wins

Improve your financial situation quickly where possible

Strategy

Document your overarching requirements

Tactics

Recommend a means to meeting your goals

3

Delivery

Implement

Dive into the detail so you don’t have to

Co-ordinate

Get the right documents in the right place at the right time

Generate

Produce all the information you need

4

Regular reviews

Support

Schedule regular review meetings

Knowledge

Arm you with the latest financial information

Pro-active

Markets don’t stand still and neither should your financial advice

Risk appetite

We measure your attitude to risk so that we can:

  • Consider diversification
  • Look at long-term strategic asset allocation
  • Review low cost investment portfolios
  • Assess the suitability of specialist fund managers

Our fees

We offer an initial consultation, free of charge, when we will describe our services and explain our charging structure.

Before you become a client with us we will ask you to read and sign a Client Agreement form so that you understand how we operate and how we charge for our services.

  • Please click here for our Client Agreement for investment, pensions and wealth planning.
  • Please click here for our Client Agreement for mortgages