What exactly is financial planning?

To get started, we offer a no-cost/no commitment initial consultation to see if we are the right financial advisor for you. This is an informal chat to understand more about you and establish if we’re a good fit. We only work with clients where we can add significant value to their situations.

Our second meeting provides a health check of your current finances. It looks at where you are today and explores your goals for the future. By the end of this meeting, you’ll feel much more organised and in control of your finances.

We use financial planning software to show you how the decisions you make today will affect your future. We will create your financial planning report – which will show you if you’re on track to achieve your goals and what can be done to improve your position.

The next step is to put your financial plan into action. We will create a clear and concise plan of action. This will show you what happens next and who’s responsible for doing it. We will support you every step of the way, completing as much as possible for you.

Life is never straightforward, and your plan needs will need updating as your circumstances change. We’ll meet regularly to discuss what’s happening in your life and update your plan to reflect any changes. Our ‘open door’ policy means you know we’re here for you whenever you need us.