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Six Step Advice Process

Our Financial Planning process, if strictly followed, increases the chances of you meeting your financial objectives, achieving your lifestyle goals and hopefully, financial independence.

Our structured process is designed to:

1. Identify your lifestyle goals, barriers, risks and solutions
2. Be applicable through all market conditions
3. Streamline the service we provide

Step 01
  • Learn as much as possible about you, your personal circumstances, your financial position and your objectives, in order to ascertain how we may be able to help you
  • Clearly explain our fees and document the services we feel would be appropriate for you
  • Define both our and your responsibilities during the initial financial planning engagement
Step 02
  • Seek to identify and understand your personal values and life goals
  • Discuss and mutually define the time frame for the achievement of your goals
  • Request any important information about your financial situation
  • Ascertain your attitude towards investment risk using our risk-profiling questionnaire

 

Step 03
  • Analyse your current situation and consider how achievable your goals are
  • Taking an all-encompassing view of your affairs, construct an initial plan to help you meet your goals as fully as possible
Step 04
  • Discuss in detail your Financial Plan, which will incorporate a lifetime cash flow forecast, as well as an analysis of your assets and liabilities, income and expenditure, your preparedness for possible disasters, your tax position and much more
  • Discuss what compromises may be required and what actions might be taken to help make your ambitions a reality
  • Outline our recommendations as to how your existing and future finances can best be utilised
  • Explain technicalities and answer any questions you may have, in order that you are in a position to make informed decisions
  • Respect any concerns you might have and revise our recommendations if required
Step 05
  • Discuss and agree with you how the accepted recommendations will be implemented
  • Confirm whether you would like us to co-ordinate the process with any of your other professional advisers, including your solicitor or accountant
Step 06
  • Deliver our Wealth Management service, which incorporates a review of your Financial Plan and investments on at least an annual basis and give ongoing consideration to strategies for the creation, preservation, distribution and enjoyment of your wealth, to meet your specific objectives
  • Strive our utmost to help you reach your goals and maintain your desired lifestyle in the most efficient way possible

Step 01 - Initial Meeting to discuss your aims and learn about our services

  • Learn as much as possible about you, your personal circumstances, your financial position and your objectives, in order to ascertain how we may be able to help you
  • Clearly explain our fees and document the services we feel would be appropriate for you
  • Define both our and your responsibilities during the initial financial planning engagement


Step 02 - Gather data and get goals and aims

  • Seek to identify and understand your personal values and life goals
  • Discuss and mutually define the time frame for the achievement of your goals
  • Request any important information about your financial situation
  • Ascertain your attitude towards investment risk using our risk-profiling questionnaire

 


Step 03 - We prepare your Financial Plan

  • Analyse your current situation and consider how achievable your goals are
  • Taking an all-encompassing view of your affairs, construct an initial plan to help you meet your goals as fully as possible


Step 04 - Present and discuss your Financial Plan

  • Discuss in detail your Financial Plan, which will incorporate a lifetime cash flow forecast, as well as an analysis of your assets and liabilities, income and expenditure, your preparedness for possible disasters, your tax position and much more
  • Discuss what compromises may be required and what actions might be taken to help make your ambitions a reality
  • Outline our recommendations as to how your existing and future finances can best be utilised
  • Explain technicalities and answer any questions you may have, in order that you are in a position to make informed decisions
  • Respect any concerns you might have and revise our recommendations if required


Step 05 - Implement the agreed plan

  • Discuss and agree with you how the accepted recommendations will be implemented
  • Confirm whether you would like us to co-ordinate the process with any of your other professional advisers, including your solicitor or accountant


Step 06 - Review your Financial Plan Regularly

  • Deliver our Wealth Management service, which incorporates a review of your Financial Plan and investments on at least an annual basis and give ongoing consideration to strategies for the creation, preservation, distribution and enjoyment of your wealth, to meet your specific objectives
  • Strive our utmost to help you reach your goals and maintain your desired lifestyle in the most efficient way possible