Our Process

We follow a structured six step process to implement our services. Our aim is to deliver a solution that is specific to you and can be measured by results over time.

Please click on each number to find out what each step involves.

Financial Planning

1
Discovery meeting - gathering data

Discovery meeting - gathering data

First of all, it’s vital that we get to know you and what makes you tick.

2
Agreeing goals, objectives and priorities

Agreeing goals, objectives and priorities

We then start to explore what your real objectives are for your life. Inextricably linked to this is your attitude to ‘risk’, which will help us determine the right sort of investment plan for you and the appropriate timescales.

3
Analysing and processing information, creating a cash flow model

Analysing and processing information, creating a cash flow model

This is where the really detailed work begins as we design a comprehensive, bespoke financial plan, to help you achieve your goals.

4
Producing a financial plan with recommendations on how to meet stated goals and objectives

Producing a financial plan with recommendations on how to meet stated goals and objectives

We will provide a written report with a detailed set of recommendations, which we will then discuss with you so that you can raise any queries you may have. Our aim is always to give you full peace of mind about your financial future.

5
Implementing the financial plan

Implementing the financial plan

Once we have finalised the specific details of your plan with you, we will put it into action. This may involve adjustments to any existing investments or pensions you may have. Don’t worry, we will take care of all the paperwork.

6
Reviewing progress and modifying the plan, as necessary, to take account of changing circumstances

Reviewing progress and modifying the plan, as necessary, to take account of changing circumstances

Your circumstances will inevitably change over time, as will the markets and legislation. And so we consider it very important to review your plan with you, to make sure it stays in line with your objectives.