Step 1 – Engagement

Identify your needs and objectives We will arrange an introductory meeting to fully explain how our service works, identify your primary financial needs and objectives and answer any questions.

Step 2 – Discovery

Gather information If you feel you can benefit from our service, your Adviser will work with you to fully understand your objectives and develop these into well defined goals. Your Adviser will gather

Read more…

Step 3 – Research & analysis

Prepare an analysis of your situation Once your objectives are agreed, we will work with you to complete a Personal Financial Plan (PFP). This written report provides an analysis of your current financial

Read more…

Step 4 – Plan presentation

Develop an action plan Once we’ve constructed your Personal Financial Plan (PFP), we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated

Read more…

Step 5 – Implementation

Plan implementation Now it’s time to put the plan into action. You can relax in the knowledge that we will be taking care of all the necessary final steps to turn your plan

Read more…