Our approach
Becoming a client
Put simply we begin with the end in mind
1. Do we fit?
Firstly, we’ll meet and find out if we are right for each other. We’ll discuss your ambitions for any kind of financial relationship. If we match yours and vice versa, only then will we ask you to provide detailed information about your finances.
2. Financial road map
Then we’ll meet again. We’ll talk about your values, your aspirations, and your goals – and, of course, those of your partner. We will create your Financial Road Map, which sits at the heart of your experience and forms the foundation for your entire relationship with us.
3. Implementation plan
Using sophisticated financial analysis combined with our proprietary planning software, we will create a highly personalised, written financial strategy. This strategy will incorporate a written plan for each individual goal, as well as bringing it all together to show you your Financial LifePlan™ – a lifetime cashflow statement that shows all of your goals, incomes and outgoings on one single visual.
Being a Client
We continuously monitor the progress of the plan. Our dedicated client review meeting process ensures that together we can keep the plan on track as it evolves.
This process of gaining understanding by asking the right questions, evaluating, assessing, implementing and continually re-evaluating is for us the essence of true financial partnership; and should be the pre-requisite for anyone who is serious about securing the future they desire.
Testimonials
