How we do things
Grow every day
When you have a team like ours, the journey to achieving your goals becomes so much easier.
We aim to work with you for decades, so before we do anything, we’ll invite you to an initial meeting to make sure we get along and that we’re able to build a genuinely positive relationship.
Our 5-step journey
Before we can start thinking about your future, we must take stock of where you are right now. We’ll review existing assets and savings and get under the bonnet of what you’ve got and, most importantly, define your short-, medium- and long-term objectives.
Creating your plan
Once we’ve gathered all the information, we use the latest technology and cashflow planning to project forward and provide you with a visual interpretation of how you’ll meet your objectives. At this stage, we construct your portfolio with our investment manager, incorporating defined investment return targets.
Presenting your plan
Once we’ve finished creating your bespoke financial planning document, we will present it to you. Everything you have will be shown on one screen: objectives, risks, life cover, investments, children, income and expenditure.
You’ll be given the opportunity to go away and digest your plan. If you proceed, our team will implement it on your behalf. Communication is vital, and you can speak with us and keep an eye on things, securely, via our online portal or mobile app.
Reviewing your objectives
Things become much easier when you’ve got a team like ours beside you. All your details will be uploaded to our secure mobile app for you to keep an eye on things. As your objectives alter over time, we revisit your plan, catering to significant life changes, and refresh it to ensure you stay on track.
Why choose us?
What sets us apart from the rest is our people and our joined-up approach. Unusual for a firm of our size, your investment director will sit in the same meeting as your financial planner and will work in sync to create a portfolio just for you. But that’s not all…