SEVEN STEPS

We follow a seven step process to ensure you receive the most appropriate financial advice for your circumstances. The Seven Steps To Your Financial Plan are:

1. Initial Meeting: We have an introductory meeting with you, usually in our offices.
2. Gather Information: We collect all relevant information we need to prepare an appropriate strategy for you.
3. Identify Goals: We help you identify your financial goals and objectives.
4. Develop Your Financial Plan: We consider strategies and relevant issues before developing our written recommendations.
5. Present and Explain Your Financial Plan: We have a follow up meeting to discuss our recommendations with you.
6. Implement Your Plan: With your approval we implement the agreed recommendations.
7. Review and Modify: We conduct regular reviews of your objectives, financial situation and needs. Where necessary, and with your permission, we modify your financial plan, endeavouring to keep you on track with your goals.