What do you want to achieve? We'll help you plan your future.
Why should you choose us?
The enquiry process
People approach us for a number of reasons. Perhaps you need a partner you trust to help you get your financial life together. Or maybe you're very capable of dealing with your affairs, but you just don't have the time to do it properly and things are being left undone. Or maybe you recognise the value of having a knowledgeable professional team working with you to get things done and make the most from your money.
Whatever your reason, with over 30 years experience, a joined up approach with our Financial, Accounting and Legal teams, and a personal service tailored to you, we're certain we can provide you with a one of a kind experience.
1. We receive your enquiry by email, phone or in person.
2. You will have a free 30-minute phone call with a financial planner to understand your needs.
3. If appropriate, we'll invite you to an initial meeting to complete your 'Financial Road Map'.
4. Work begins on your Financial Plan.
5. We'll get together again to explain exactly how to achieve your goals, and the precise steps you need to take.
6. If you agree, we'll work with you to get it done.
Our motto is - to inspire people to plan and achieve their goals, get their entire financial house in perfect order, and have a great life!
In short, this means we will work with you over time to help perfect every aspect of your finances, so you have the time to focus on the things you care about in life. How does this work?
We use 'Values-based' financial planning to find out what's important to you and the goals you want to achieve in the future, whether it's investing your money, planning for your retirement or managing your wealth. Then we create and implement a financial plan, ensuring that your current and future needs are well cared for.
Do you ever feel concerned about the future? Overloaded by the tasks you feel you should be completing, such as working out your short and long-term finances, organising your pension, and figuring out what legacy you will leave behind?
At the same time, you might be trying to focus on your longer term goals - how and when you'll be able to do the things that are important to you.
Our Financial Planning team work with you to find out what's important to you and implement a long term strategy, called a financial plan, to enable you to achieve your goals. We look at factors such as your income, savings, debt, tax and pension, in order to improve your financial results, and set a plan in place for your future. Want to achieve financial freedom? Start your journey today.