How we do it
We use a four stage process with new clients to ensure they fully understand what they have, how it is working for them and where their path is leading them. Although the steps below are to demonstrate how we work with clients, it would be true to say every clients journey is different and that is always to be celebrated.
Step 1: Foundation
- Getting to know you
- You getting to know us
Step 2: Focus
- What do you have?
- What does your “Money Flow”TM look like?
Step 3: Future
- How far will it take you?
- Are you building wealth or running out of money?
Step 4: Financial Reviews and monitoring
- What things are important to you in the future?
- How to protect your wealth?
Areas that typically fall into financial planning:
Lifestyle Financial Planning
Financial Planning for Widows and Divorcess
Inheritance Tax Planning
Tax and Trust Planning
Pension and Retirement Planning
Life Assurance and Protection
Wills and Power of Attorney
For Business Owners:
Death in Service
Group Income Protection
Group Critical Illness
Corporate Pension Schemes – including Auto Enrolment