The financial planning process can be overwhelming, but I am here to guide you every step of the way. My approach involves a series of meetings designed to give you a clear understanding of your financial situation and help you achieve your goals.

Step 1: The Initial Meeting

The aim of this meeting is to gather information on your current financial arrangements whilst also discussing your individual goals and objectives so I can develop a clear understanding of your current financial situation.

We also discuss how I work and how I can help you.

Step 2: The Presentation Meeting

I will proceed to develop a comprehensive understanding of your existing financial arrangements and research suitable strategies to help achieve your goals in line with a level of risk that is acceptable to you. At this meeting, I will present my solutions to you.

Step 3: The Implementation Meeting

Time to put the plans in place to achieve your goals.

Step 4: The Set up Service Meeting

We meet after your initial plans are implemented to agree the service and communications bespoke to you, the regularity of Ongoing Service Review Meetings, set you up online and start Putting Your ‘Financial House In Order’

Step 5 and beyond: The Ongoing Review Meeting

Review, review, review! I will regularly review the strategies put in place to ensure they continue to be suitable to your individual circumstances, goals, taxation, and legislation changes.

Let’s take that first step!