The Journey

The first step is to let us get to know you and your family. We will arrange an introductory meeting to explain how our service works and to understand your financial needs and objectives. It is also a great opportunity for you to learn about us and what we do.

Next we undertake an analysis of your situation. Using our many years of experience and utilising a range of financial planning tools we will consider your current financial position and identify those areas to develop and act upon. Based on this analysis, we will formalise our recommendations.

We'll take you through our recommendations stage by stage. We will set out specific and realistic plans designed to achieve your stated objectives over an agreed time period.

Once you are happy with our recommendations, it's time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary work to turn your objectives into reality.

Life is full of changes, so your financial plan must be able to recover from any bumps in the road and reflect your success. Your adviser will regularly meet with you to review your plans and any changes in your personal circumstances and market conditions.