As part of our client engagements, we concentrate on three core areas: financial strategy, structure and support.
Our clients don’t tend to have financial goals, but rather have life goals and aspirations that have financial implications.
As part of our Engagement and Discovery process, we will work alongside you to clarify and prioritise your life goals, which can be used as the basis of all your financial decision making. We will also seek to understand your attitude towards risk and investments in general.
Once your financial strategy is clear, we will create a personalised Financial Vision Document outlining all your lifetime goals, along with a concise and easy to follow Financial Road Map, outlining the steps that are needed to achieve them. As part of this process we’ll utilise user-friendly online planning and collaborative financial modelling tools to form a 360° Financial Plan.
This structured approach and attention to detail helps ensure that you stay financially organised, giving you full visibility of all your wealth and how it is working for you. It helps identify any weak areas in financial planning so that we can assess your personal situation and make suitable recommendations.
Our team will work alongside you and your professional advisers to help deliver and support your wealth planning strategy both now and in the future.
As part of our Implementation and Strategic Review process, we will ensure that any changes (either as a result of market forces, Government legislation, or personal circumstances) are taken into account and will offer advice and recommendations on amending your strategy, so it continues to deliver the optimum benefits.