How we help with

Financial planning

Our Process

Financial planning is a very personal matter. No two people have identical circumstances, ambitions and needs. What’s more, needs often change over time and everyone’s financial situation is different.

The advice we give you is also unique and individually tailored to suit your particular needs. So how do we develop a financial plan specifically for you? – these are the stages of the Financial Planning Process that we will follow with you;

• Complimentary initial meeting with one of our qualified Financial Planners.
• A chance to ask questions and understand our service.
• Opportunity for us to find out what help you require and to identify your needs and objectives.
• Information about how we charge for advice.

• Gathering of information about your existing financial arrangements.
• Completion of a risk profile analysis assessing your views & experience of investing and the associated risks.
• Analysis of your current arrangements and a comparison against other products from the ‘whole of the market’.
• Lifestyle Cashflow Planning analysis;
• A key part of the planning process centres around Lifetime Cashflow Planning which helps us plan and adapt to real life events, before, during and after they happen. 
• We use interactive Cashflow Forecast software that allows us to help you visualise your financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.
• We produce a bespoke forecast for our clients that help project the values and sustainability of your finances when taking account of your expenditure needs and assumptions around different factors such as inflation, investment returns and age at death.
If you have investable assets of £100k+, contact us for a free personalised demonstration of our Lifetime Cashflow Planning analysis.

• Once the analysis is complete, we develop a practical plan designed to help you meet your objectives, which includes;
• Recommending an appropriate blend of products that can meet your needs.
• Preparing a detailed report outlining our recommendations.
• Meeting with you to explain and discuss the recommendation in detail.

• Handling of all fund and policy administration on your behalf
• Processing application forms to set up any new products.
• Liaising with product providers to ensure the smooth transition of assets from any of your old policies across to new one’s.
• Administration for any new single or regular contributions.
• Setting up any withdrawals from existing or new products as necessary.
• Assistance with setting you up online access for any new products as necessary.
• Provide regular updates to you keeping you informed of application progress.
• Provide confirmation of all actions taken on your behalf in writing.

• Regular reviews to keep you on track to meet your objectives.
• Assessment of your current circumstances and any changes to your plans that are needed.
• Regular updates and information regarding your holdings.
• Ongoing support with correspondence and administration issues.

Become our next success story

Send us a message and start your journey to financial freedom today.

Please enable JavaScript in your browser to complete this form.
Your Asset Value Estimate
How Can We Help?
General Data Protection Notice Regulations (GDPR) Notice; Before you supply any personal details to us via the contact us page on this website, please read our Customer Privacy Notice which can be found on our F&Q page. This notice sets out how we will process your personal data in line with GDPR. Please tick the box below to confirm you have read the Privacy Notice. We will not use the details you provide us in the contact page to market to you.