As part of our process we deliver a tried and tested pathway, tailored to your specific circumstances.
1.
Initial Contact
A short 15-30 minute call, entirely without obligation, to understand your situation and help us in making an initial assessment
2.
Discovery
Outline your personal goals that require money and the planning to achieve them
3.
Data Gathering/ Fact Finding
Collate the details and conduct the necessary risk profiling
4.
Presentation
Present your financial life plan and agree your planning assumptions. Discuss our advice and agree a strategy to help you achieve your goals and objectives
5.
Implementation
Implement our recommendations
6.
Ongoing Relationship
Managing your wealth including regular updates on the progress of your financial life plan and portfolio management.
