We understand how stressful dealing with your own finances and retirement planning can be. Our strength is in helping people like you achieve a relaxed state of mind with regards to your finances allowing you to just get on with enjoying life.
We place a great deal of importance on keeping things simple and understandable and have a straightforward four stage process.
Stage 1 – Initial Meeting
This is a conversation about you, your aims, objectives, plans, hopes and aspirations. During this conversation we can both establish whether we can work well together.
There is no charge for this meeting and so if you are not convinced that the relationship will work the only loss is a little time.
If there is a mutual agreement that we want to work together we will progress to the second stage.
Stage 2 – Planning
Before starting this stage we will confirm with you what we will be doing for you and what our charges will be. If you find this acceptable we will start by gathering all the information and details we require to prepare a bespoke plan for you.
This will be presented to you with plenty of time to consider any recommendations and for you to come back with any questions or queries that you may have. There will be no progress to the next stage until all of your concerns have been satisfactorily addressed and the financial plan is agreed.
Stage 3 – Implementation
Once your plan has been agreed we will undertake to make all of the arrangements to “bring the plan to life”.
Our aim during this stage is to complete matters as speedily and smoothly as possible.
Stage 4 – Review
We will agree regular reviews with you. This is to ensure the plan remains on track and relevant to you as your needs may well change over time.