Your journey
Navigating your journey together
The search for financial freedom is a goal shared by many. We will help you to discover your future and get you to a place where you are financially comfortable.
01
Getting to know you
Our relationship with you will be for the long term, so an initial meeting or discussion is essential for us to get a better understanding of your goals and objectives, and for you to see if what we offer is right for you.
We’ll also explain our fees and how we operate at this first meeting. Whatever you decide to do, you won’t be pressured into making any decision on the spot, and you won’t be charged for this meeting; it is held at our expense.
02
Discovery
If we mutually decide that working together is the right thing to do, we will move on to gathering more detailed information about you, your existing arrangements, plans, goals and objectives.
We’ll also ask you about your appetite for risk, which is important if investing is to be part of your plan, and lay out what steps we will be undertaking before we meet you again.
03
Your plan
Once we have gathered information and have a clear picture of your financial position, we will research and analyse the best options for you.
We will set these out in a plan that we will present to you when we get together, fully explaining our findings and recommendations, answering your questions and ensuring that you understand what is being proposed.
04
Implementation
Once we have established that your plan can meet all your objectives and you are comfortable with our proposal, it is up to us to put things in place in a straightforward process that we manage.
05
Review
The only constant in life is change, so we don’t simply put your plan in place and never look at it again. As well as changes to your personal circumstances and goals, there will be many external factors such as taxation, legislation and economics that require regular communication and review, which are essential to ensuring that you remain on course to achieve your objectives.
Our 12-point Financial Health Check has been designed to give you confidence that your Financial Plan continues to work for you and your family.
What our clients say
I was coming up to retirement and didn’t know what to do or what my options were. Daniel was excellent at explaining my current situation and how I could retire. It’s been an excellent service, and I couldn’t have done it without him. Great value for money.
Daniel calmly took me through the various scenarios and offered up a solution that met both my immediate, medium- and long-term requirements.
Daniel showed me ways to save and invest my money properly while still having enough to live an active life.
Daniel has assisted with all aspects of financial planning for retirement. We have found Daniel very approachable and have received very prompt and detailed responses to the advice we have sought from him.
I was looking to save for the future by investing my money in stocks and shares. Daniel and the team provided great support and guidance with my investment portfolio.
I would highly recommend your firm. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf. I could not have managed without your whole team. Thank you all so much.
Expertise in financial management, a proven record of success, professionalism and trustworthiness.
Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends.
I always feel confident that whatever advice I receive, it has been carefully considered to suit my individual circumstances. It is also comforting to know that if I have any worries I can pick up the phone and someone will be happy to help me.
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