Financial Planning
Our philosophy is built on financial planning principles, so called because it takes a long-term holistic approach to our client’s financial futures. Our team of financial planners will take the time to understand your requirements, dreams, aspirations, and what drives you.
This information will then be used to create a complete financial plan built around the services you require, from wealth management to estate planning.
Financial planning is a continuous cycle with six key stages that enable us to work together with you to develop, maintain and evolve our strategies over time.
Six Key Stages
- Get to know each other – Understand your requirements & objectives.
- Fact Finding – Ask questions, listen, and collect relevant information.
- 1Analyse – Analyse the data collected in line with your circumstances and goals.
- Develop – Develop the financial planning recommendations and present them to you.
- Implement – Implement your financial planning recommendations.
- Review – Constantly review your circumstances and goals against your financial plan and make adjustments.
