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Financial Planning

Our approach involves developing long-term relationships with clients who value a bespoke service. We take the time to find out what you require and how your financial planning should be tailored to meet your current and future objectives.


The planning process starts by identifying in detail your current financial circumstances. Having understood these, we then work with you to identify your plans, values, goals and objectives and what you are seeking to achieve in terms of your financial planning.


We like to take a holistic approach to financial planning.  It is our belief that your future needs be thought about in conjunction with your present circumstances, your tax planning, and your protection requirements. This comprehensive process involves a review of all areas of your financial situation. It involves establishing short-term and long-term goals, designing and implementing strategies to reach these goals and an ongoing review of progress towards your stated goals. We typically include a detailed review of the following issues:


  • Financial goal setting

  • Cashflow, income and expenditure analysis

  • Net worth analysis

  • Investment analysis and planning

  • Retirement planning

  • Insurance analysis and planning

  • Education analysis and planning

  • Tax planning

  • Estate and inheritance tax planning

  • Charitable giving


What you can expect:


You will work with one of our highly experienced, advisers meaning that you will have a single, knowledgeable point of contact. They, in turn, are supported by a team of paraplanners and administrators; thereby giving you access to a highly qualified team.


Initially, your adviser will want to meet you to determine your current financial situation together with your objectives (these may be short or long-term, or you may have both).  From this point, your adviser will work with you with the aim of getting you from your current position to the one that you aspire to.  All decisions will be taken with your input and approval.


In many cases, we will work alongside your other professional advisers such as accountant, solicitor and stockbroker/investment manager.

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