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
Getting to know you
Establish what you already have
Understand the monetary value of your worth
Determine what is really important and needs to be addressed first
Building a plan together
Improve your financial situation quickly where possible
Document your overarching requirements
Recommend a means to meeting your goals
Dive into the detail so you don’t have to
Get the right documents in the right place at the right time
Produce all the information you need
Schedule regular review meetings
Arm you with the latest financial information
Markets don’t stand still and neither should your financial advice
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
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.