An experienced hand in investment
You may have surplus income or inherited money and you may not be sure how best to use it. We take the guesswork out of this situation and get your money working harder.
This doesn’t necessarily mean investment in assets. It could be investment in yourself, your family, your home. Our goal as your trusted adviser is to discuss what you need from your future. We discuss your objectives and we let them fuel the journey.
One of the best things you will get from our service is peace of mind that your money and your future is in control. Through our sessions we will lay solid foundations to achieve short, medium and long term goals. We will also arrange regular reviews so we can ensure your plans stay up to date.
Common questions you may be asking at this stage
How can I be tax efficient?
How can I make the best use of my assets?
How do I make good decisions for long term financial health?
How much should I be saving or investing?
When should I start thinking about financial planning?
How far should I be looking ahead?
Initial meetings are at our expense and our objective here is to get to know you so we can get a greater appreciation for your goals and aspirations. All you have to do in this initial meeting is to bring along your partner, if you have one, and an open mind.
Our aim during this meeting is to get a concrete understanding of your financial goals. This will also be a time when we gather all the relevant details on your existing finances, assets and liabilities.
Review & recommendation
Once we’ve done our analysis we’ll create a bespoke plan which will utilise what you have and make recommendations on what you need.
Arrangement & implementation
This is where we start the work on your behalf making sure everything we’ve discussed gets done saving your valuable time and energy.
Review & updates
We’ll be on hand as your trusted adviser with regular meetings to ensure you have confidence that the strategy we have built together remains fit for your needs.