Keeping you on track


Arguably the most important aspect of the journey is the opportunity to measure the effectiveness of your plan by way of regular progress meetings (at least annually). This provides us with an invaluable opportunity to make sure everything is heading in the right direction, and the chance to refine things if needed.

The ongoing ‘Forward Planning Service’ ensures that our clients financial plan remains on track and continues to meet their long-term goals and objectives, no matter what life has in store.

We know you're busy, and financial planning probably falls to the bottom of a rather long to-do list. Our clients tend to delegate this element of their financial lives to us, trusting our ongoing oversight and strategic direction to take care of things while freeing them up to spend their time on more fulfilling causes.

We also know that sometimes, things pop up that can't wait for the formal review meeting. Contact throughout the year is not restricted to meetings; each client has unlimited email support and the opportunity to schedule a telephone or web call at reasonable notice. In addition, we will proactively bring certain issues and topics to your attention throughout the year when we feel that it would be in your interests to discuss and agree.

Our ‘Forward Planning Service’ is very much about a two-way, mutually beneficial relationship where we collectively work towards your long-term tangible goals.

Shall we speak?