To help Clients maximise the effect of their financial arrangements we believe in the value of a comprehensive analysis encompassing all their assets, capital, and cash to achieve their aims.
At an initial no fee no obligation "Discovery" meeting a prospective client can express what they are looking to achieve.
The purpose of this meeting is to understand in more detail your overall lifestyle objectives and to establish a meeting of minds and a foundation to begin working together. This is crucially important as we seek to develop a strong two way relationship with all of our clients.
Once you have decided to engage with us we embark upon a 4 step process towards effective financial planning.
Click on the boxes above for more information or alternatively contact us, we would be pleased to hear from you.
Audit
This is essentially an information gathering exercise but should not be overlooked in its importance to the overall project. Whilst you might have the ability to provide us with good data there is no substitute for up to the minute information as well as gaining insight of the more complex aspects of your existing plans.
We also need to establish the exact nature of your underlying funds, the costs & charges, any penalties for transfer, or any unique benefits already embedded into the contracts which could be lost as part of a consolidation exercise. There are also the tax implications to take into consideration as well.
In the past we have found that the Audit is a part of the process that a client values greatly and it certainly starts the project on the right footing.
In addition to the Audit some clients will be presented with a Gap Analysis Report before they move onto the next stages. The Gap Analysis Report will provide an overview of your situation, asses your shortfalls and make some generic recommendations to improve your planning.
