“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.”
We use a goals-based approach to both planning and investment. We think this is vital to help clients set their priorities based on their investment timeframe and personal circumstances.
This goals-based approach helps our clients to:
- Identify, prioritise and better understand the achievability of goals
- Have a rational and disciplined investment approach throughout market volatility and cycles
- Visualise the investment journey to better identify the steps necessary to make life-changing decisions
We use a 3-step process
We’ll meet with you to map out your goals, taking the time to get to know you. There’s no cost to you for this meeting – all we ask is that you are focused on making positive steps forward to creating a real financial plan for your life.
Once we’ve helped you define your goals, we’ll start the chargeable work of providing you advice that demonstrates how best to make those goals achievable. This is a two-way process and we will ask you to provide information such as your monthly budget, current assets & liabilities and so on.
We’ll research your existing pensions and investments and determine whether they should be retained, or potentially consolidated to another provider. We can also help with your inheritance planning, ensuring that you leave your loved ones in the best position possible. You’ll receive a tailored financial plan, and with your permission we will implement it.
Most importantly, we’ll keep you updated with your progress to each of your goals, every year.
We can also introduce you to trusted mortgage, protection and Will writing professionals should you require.