The financial planning process
Once you are happy to appoint us as your financial advisers, we will start to prepare a bespoke financial plan to help you achieve your goals.
To achieve this we will contact all of your existing financial providers and advisers to obtain the detailed information that we need to complete an initial assessment of your financial position. We will also spend some time with you to discuss and agree your goals over the short, medium and long term.
Having gathered, organised and analysed all of this information, we will produce an action plan to identify how you can best achieve these goals. This will be in the form of a report that details the most suitable means of achieving this and why we have chosen this approach.
The next stage, once you have confirmed that you are happy with the report and recommendations, is to implement the action plan. We will provide you with guidance on the most suitable way to achieve this and provide you with our services to implement the various changes needed. We will also liase with your other professional advisers, such as your accountant, solicitor or bank manager, to organise and monitor those changes that we are not able to implement for you ourselves.
We believe that it is important to review your action plan on a regular basis, to ensure that it remains in line with your goals. This will allow us to discuss any changes in your circumstances and to agree any adjustments needed to ensure that you remain on target to achieve your goals.
You may find it helpful to browse through our Life’s Stages guide within this section, which may help you to identify those goals that are most relevant to you at this stage of your life.