HOW YOU CAN BENEFIT FROM WORKING WITH US
Money plays an integral part in all of our lives, and managing your money effectively starts by having a clear plan – where you are, where you want to be, and how to get there.
We can guide you on this journey by:
Establishing any cash flow issues you may have both now and in the future.
Navigating events throughout your life such as having children, marriage (and divorce), retirement.
Ensuring you are being as tax efficient as possible with where you save.
Recommending investments that match your needs and circumstances.
Planning ahead for your retirement, helping you to understand your income needs and how you can best achieve this when you stop working.
Pass your wealth onto the next generation in the most tax efficient way, by carefully considering your estate planning.
We start by getting to know you a little better so that we can establish your immediate and long term needs. We will identify your goals and discuss how you might be able to achieve these.
As part of this step, we will research and analyse your options by doing the following:
Review your attitude to risk.
Conduct a full review of your existing arrangements, including income and expenditure analysis.
Research any existing policies you already have in place.
Utilise the expertise of our support team to analyse the financial solutions and options available in the marketplace in terms of costs, benefits, performance, and features.
Using everything that we have learned so far, we will provide straightforward and unbiased advice in a personalised recommendations report.
You will be able to discuss these recommendations with your adviser so that you fully understand the options and advice being given.
Once you are happy with your plan then any application paperwork, along with any required supporting documentation can be completed.
We will implement any advice we have given to you once agreed, and put your financial plan into action. We will submit any applications and monitor to ensure that everything is put in place.
