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Getting started

 

We provide a holistic service that covers every angle of your financial life, designed to bring clarity and direction to your wealth and future plans in life.

No matter the complexity of your unique situation, we avoid cutting straight to a solution without first having a sound understanding of what you value and exactly what you wish to achieve.

 
 
 

 
 

1// Gain focus

 

During our Discovery Meeting, we’ll establish your values and what your money means to you, before clarifying tangible goals and objectives in your life that require planning.

 
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2// Clarity is everything

 

We’ll deliver the contents of our initial session within a comprehensive mindmap that clarifies and consolidates all that we’ve discussed so far, making absolute certain we’re all on the same page whilst providing an opportunity for further discussion.

 
 

 
 

3// Evaluate and benchmark

 

Next, we gather all of the relevant information on your existing assets before benchmarking your current financial landscape against your objectives and desired future lifestyle, advising you on how achievable these are and what changes may be required. An incredibly exciting opportunity to see your plans start to take form!

 
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4// Presentation

 

At the end of the financial planning process (typically three meetings), we’ll provide you with several formal recommendations on how best to achieve your defined goals. Along with this, we’ll make you aware of any practical improvements that could be made, such as reducing investment costs where possible and how to start immediately mitigating your Inheritance Tax Liability as well as any other tax planning strategies.

 
 

 
 

5// Next steps

 

If, at the end of this phase, it becomes evident that further investment, consolidation of assets or implementation of financial products would be beneficial, we can advise on and arrange these for you. Learn more about putting our plans into action and making it happen.

 
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Craig offered a holistic and integrated approach to our financial planning. His approach was considered and his tailored recommendations communicated well. He made the whole process enjoyable
Shall we speak?
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