Financial Planning Process


During this stage you will meet with one of our experienced advisers to discuss your goals and aims. It also enables you to find out more about our services. This is one of the most important steps as we can add the most value when we fully understand your long-term objectives and current position.


Having agreed that we want to work with each other, we will then go through a detailed process to gather information about you and any existing investments or policies. At this stage, we will require your input to ensure that the plan we design is based on a clear understanding of your circumstances, your attitude to risk, investment and your goals.

The Plan

Having completed the first two stages we will recommend a strategy that will be targeted towards achieving your goals. We will outline the desired asset allocation for your investments, as well as review the structure and suitability of any policies and investments that you have in place. We will make all of our recommendations with your objectives in mind and focus on helping you achieve them.


Once you have agreed our recommendations, we will make all the necessary arrangements to implement the plan. Our highly skilled and experienced support team will work with you and your Adviser to act on your behalf, setting up new arrangements and carrying out any agreed changes to existing products.


Every year, you will be provided with an opportunity to meet with your Adviser to review the progress of your financial plan and make sure that it is still based on relevant information about you and your aspirations. This enables us to check that your existing investments continue to be suitable. If we need to make any changes, these meetings provide an opportunity for us to suggest any modifications or carry out any portfolio rebalancing that is required. You may of course contact us at any time between the annual meetings.

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