"The financial planning process has been life changing for me. The whole financial planning process has been thorough, and has got me thinking differently about how I manage my money - which needed to happen!"
Perhaps your work, personal or financial situation have or are about to change significantly. Or things are the same but you’re ready to overhaul them. We can help you set up your finances so that they work for you including:
Identifying and working towards your financial goals
Setting realistic expectations
Getting value for money from your financial products
Understanding the options available to you
Establishing your financial security and independence
What do you get?
Initial consultations to allow us to understand your particular personal and financial circumstances.
Your financial advisers will use their expertise, research and analytical skills to prepare a written report including:
Assessment of your personal and financial circumstances
Detailed and practical recommendations to help you optimise your financial situation given your particular situation
Pros and cons of the different options available to you and the reasons for our recommendations
Step by step guide to implementing our advice to you.
Follow-up consultations to help you understand and implement our advice to you.
Who does this suit?
Whether you’ve decided to take control of the wheel or life has thrown you a curve ball and you need to adapt. This is a fantastic opportunity for those who are ready to put the pieces of the puzzle together and make their finances work for them.