We’ll hold a Discovery Meeting with you. Spending time learning about you, your family and your current financial position.
We’ll ensure we understand your aims, goals and aspirations and what this means for your future financial needs and create a plan specific to you.
We will use software to analyse your current and future cash flow position and use this to discuss with you what that means for your future plans and where any tweaks need to be made.
We’ll walk you through your bespoke plan and proposed investment strategy. All created with your goals and aspirations at the heart.
Your plan becomes a reality as we work seamlessly with providers to run your investment strategy, while you have the freedom to live your life.
We monitor the progress of your investments and your finances regularly, and have at least annual meetings with you to ensure everything is on track.