The Process

Before starting your financial planning journey, you have to understand where you are at this point in time. This means you need to understand:

  • Your net worth i.e. your asset base minus your liabilities
  • How much income you have and what you spend this on
  • What existing financial plans you have in place already, i.e. ISAs, Pensions, Investments, other property, bank deposits etc

In order to give quality sound financial planning advice, it is vital that we get a good understanding of what you want to do with your life and your finances and this process is worth spending time assessing and reviewing regularly.

After consideration of your situation we will provide you with a detailed report which fully explains our tailor-made recommendations. To help you fully consider these recommendations we will schedule further discussions with you and expertly guide you through the implementation.