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.
Our approach
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.
