Our Financial Planning Process

We’ve developed a proven and consistent approach to ensure we provide successful outcomes for our clients and the achievement of financial peace of mind.

Each stage within our financial planning is as important as the other in ensuring we explore all routes to guide you to a clearer financial future.

Click the stages in the diagram to find out more.

Staying on top

Staying on top involves many of the earlier stages of our guidance and planning process. Our service is dynamic and ongoing, adapting to developments in your situation, changes in your priorities and to ever-changing legislation.

Achieving your objective

Your goals will be clear so we’ll know when we get there. Whether that’s creating a legacy for future generations or funding retirement, often the outcome is simply financial peace of mind. Whatever your goals we’ll be alongside you every step of the way.

Implementing agreed plan

The implementation of the plan is important. We will guide you through all transactions should any direct action be required as part of the plan. This may mean the consolidation of investment portfolios or setting up new plans to achieve your goals. Whatever is required we’ll ensure your time isn’t wasted making it happen, that’s our role, ensuring you’re kept informed every step of the way.

Preparing the plan

We need to ensure you’re equipped for the journey. By combining traditional planning with state-of-the-art technology we can precisely design a unique plan, tailored exactly to your individual circumstances and requirements. The plan will cover all areas that are relevant to you from inheritance tax planning and long term care funding to retirement planning and tax-efficient investment planning.

The Financial Conduct Authority does not regulate taxation or trust advice.

Building the team and discussing the strategy

Our teams are personally selected from preferred professionals. We work with trusted lawyers, accountants, stockbrokers, tax specialists and others with whom we have built long term relationships. In this way, we ensure that your individual and specific requirements can be addressed by exactly the right expertise and experience.

Discovery process to establish your situation and goals

A good guide knows your start point and aims so that the most appropriate route and feasible goals can be selected. It’s important that we take the time to listen and understand you so that any plans we make are perfectly aligned to your ambitions.