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30 Melville Street
Edinburgh
EH3 7HA
Privacy Policy
Edinburgh
EH3 7HA
The planning process
Financial planning is all about you and how you want to live your life. Have a read through our five step process:
Our planning process
Managing your wealth is the end result of a planning process that starts with you and your individual needs. Have a read through our five step process:
Initial discussion
Initial meetings are at our expense. Our objective is to get to know you and get a greater appreciation for your goals and aspirations. This is also a great time for you to get to know us, what to expect and how we can help. All you have to do in this initial meeting is to bring an open mind. We’ll guide you from there!
Initial discussion
Initial meetings are at our expense. Our objective is to get to know you and get a greater appreciation for your goals and aspirations. This is also a great time for you to get to know us, what to expect and how we can help. All you have to do in this initial meeting is to bring an open mind. We’ll guide you from there!
Discovery
At this meeting we’ll get a concrete understanding of your financial goals. We’ll ask all the right questions to get to understand what your future financial needs may be. This will also be a time when we gather all the relevant details on your existing finances, assets and liabilities.
Discovery
At this meeting we’ll get a concrete understanding of your financial goals. We’ll ask all the right questions to get to understand what your future financial needs may be. This will also be a time when we gather all the relevant details on your existing finances, assets and liabilities.
Review and 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. We will then present this plan to you and go through each of our recommendations so that you have complete clarity on the ramifications of each decision.
Review and 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. We will then present this plan to you and go through each of our recommendations so that you have complete clarity on the ramifications of each decision.
Implementation
This is where the plan we’ve developed and agreed becomes a reality. Everything we’ve discussed gets done saving your valuable time and energy. You’ll also receive regular updates so you can be confident everything is progressing as intended.
Implementation
This is where the plan we’ve developed and agreed becomes a reality. Everything we’ve discussed gets done saving your valuable time and energy. You’ll also receive regular updates so you can be confident everything is progressing as intended.
Ongoing review and updates
Life changes and so you will need to make sure your plan adapts accordingly. We’ll be on hand as your trusted advisers with regular meetings to ensure you have confidence that the strategy we have built together remains fit for your needs.
Ongoing review and updates
Life changes and so you will need to make sure your plan adapts accordingly. We’ll be on hand as your trusted advisers with regular meetings to ensure you have confidence that the strategy we have built together remains fit for your needs.
That’s it! You have a plan. It’s up to date and will continue to be reviewed. You can now start your extraordinary journey the way you have planned it.
Contact us
Contact us
If you’re interested in speaking to us please get in touch, we’d love to hear from you.