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.
Implementation
A great plan badly implemented becomes a bad plan.
The implementation stage is thus vitally important if the plan we have created for you is to have any chance of meeting your desired outcomes.
This work involves liaising with the your other professional advisers, completing any application forms for tax wrappers / insurance contracts, submitting them to the various third party providers, ensuring the various tax wrappers / policies are established in accordance with your wishes, liaising with Discretionary Fund Managers (where relevant), dealing with any associated Trust work, and regular reporting back to you as we work through the process.
