How we work
As Financial Advisers, our primary concern is to ensure that your financial planning is in better shape after we have conducted our review, then it was before.
You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs.
During our initial meeting we will conduct a needs analysis assessment. This is based on your current situation, and takes into account any specific plans and targets you may have, and the timescales involved. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews, over a timescale agreed with yourself.
You will receive professional advice about where your financial arrangements are already robust, and where they're inadequate (or not covered at all).
You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.