A simple, transparent process designed to understand your goals and create a plan that works for you.
The first step in the process is for me to get to know you and you to get to know me, to understand if our values align and that I am able to help you. This meeting is completely free of charge, and revolves all around you and your goals in life in order for me to understand what potential financial roadblocks you currently face in meeting these goals.
Once I have gathered information about your current financial situation, this is when I will analyse how you can move from where you are now to where you want to be. This may involve setting up new investments, or moving existing plans to new providers in order to give you the best chance of success in meeting your financial and lifestyle goals.
I will arrange a meeting to present my recommendations in full so that you understand what I’m recommending, and why I’m recommending it. This will be documented in a Financial Planning Report, breaking down everything that we’ve discussed, any new investments recommended, as well as the risks and full disclosure of the costs involved.
Should you be satisfied with what I am recommending, I will assist you in completing all forms required to implement my recommendation. These will be submitted promptly and I will liaise with relevant third parties to ensure that any delays in setting up any new plans are minimised.
Once I have set up your financial plan, it is crucial that we continue to monitor it together. As we know, big events can occur suddenly which could have a big impact on your financial plan. Therefore, having me by your side will enable you to tackle these head on, ensuring that you continue to have the life you want