The Planning Process
WE FOCUS ON YOU - DISCOVER
- At our initial meeting, we will not talk to you about products. Instead the focus will be you. Your concerns. Your values. Your future.
- What matters most to you and your family?
- How do you really want to spend your time – now and in the future?
- What do you actually want to achieve in your lifetime?
Without this, it is impossible to build a plan for YOU and to start plotting your course.
NAVIGATE - PLAN
- Once we have an understanding of you and your family, we can navigate a course towards achieving your goals and aspirations.
- We will need to identify your current financial position, including your assets and liabilities, income and cost of living (expenditure).
- We will also take into account any risks with regards to your plan, along with your current tax situation.
- This will then inform us about how we will provide you with a cohesive individual wealth plan.
SET SAIL - IMPLEMENT
- Once you are happy with your course, we will organise and manage your wealth.
- We will provide you with the support and confidence in order for you to set sail knowing the way ahead, leaving you to live your life.
CHECK YOUR COURSE - REVIEW
- Financial Planning is not a one-off exercise. Try thinking about it as sailing across the Atlantic:
- If you only plot your course once, you could end up miles away from your intended destination.
- However, if you continue to plot your course as you cross, allowing for variances in conditions, you will arrive as intended.
At times the going may get rough. We will be there to reassure. Maintaining your course or making any necessary adjustments
Categories
What our clients say...
"It is now approaching twenty five years (in 2023) since we started receiving advice from Mark. We feel fortunate that we were introduced to him all those years ago, and that he has continued to provide us with, what we regard, as sound and non-sales...
Mr & Mrs R, Birmingham (December 2023)
