Our Process

Lifetime Financial Planning Programme:

Establishing your Lifetime Financial Planning Programme in five key stages.

1. Getting to know you

An initial ‘Getting to Know You' meeting takes place at our expense to establish if our programme is suitable to you.

2. Finding the facts

This meeting is followed by an extensive assessment of your current financial circumstances and your financial objectives and goals.

3. Producing your report

We then produce a customised report covering all aspects of your financial llifetime planning needs and make comprehensive recommendations for a strategy that matches and addresses your objectives.

Depending on the complexity of your existing financial position, ‘Finding the facts' and ‘Producing your report' may take anywhere up to 15 hours of work by one of our Chartered Financial Planners.

4. Giving our recommendations

Based upon your aspirations and the results from your report, we then design a customised plan for you which incorporates a lifetime cash flow analysis which gives your clear indication of how your investments need to perform.

5. Providing ongoing reviews

We very much hope that following the production of this comprehensive report, you will want us to implement any recommendations.

The cost of this implementation and annual reviews will be agreed between ourselves before proceeding.

OUR GUARANTEE

We are so confident that this process will prove invaluable to you that we undertake to refund any fees charged if you don't feel you've had value for money.