What exactly is financial planning?
Financial planning is about understanding where you are today, where you want to be and then creating a plan to get you there.
It creates a roadmap for your finances, helping you map your progress towards your financial goals.
Your financial plan will provide a forecast of your finances over time.
It will show you how the decisions you make today will affect your future.
Creating a framework for making financial decisions, providing you with clarity and confidence about your future.
Are you looking to work with an independent financial planner?
Why should you work with an award-winning financial planner?
Whether it’s retiring early, making the most of your money or protecting your loved ones.
Our financial planning service helps you make intelligent financial decisions and avoid making expensive mistakes.
Financial planning is an ongoing process.
It takes into account changes in your circumstances, as and when they arrive.
We work alongside you to help navigate life’s inevitable changes, supporting you with any financial decisions.
That’s why it’s essential we meet regularly to ensure your plan remains up to date and you remain on track to achieve your financial goals.
How a typical client journey looks:
Getting to know you
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.
A financial health check
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.
Financial Planning meeting
We use financial planning software to show you how the decisions you make today will affect your future. We’ll discuss the different options available and assess the benefits of each. You will have a clear idea of where you’re heading financially and a plan for achieving your objectives.
We will provide you with a financial planning report. This will show you if you’re on track to achieve your financial objectives and create a plan for your finances.
Making it happen
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.
This might mean bringing some pensions together, setting up a new investment or even moving forward with the sale of your business. We will work with you every step of the way, completing the actions and making the changes as agreed.
Staying on track
Life is never straightforward, and your plan needs to evolve as life unfolds. 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.
Are you ready to start Financial Planning for your future? Speak to one of our experienced financial planners today.
Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.