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Financial Planning

Building, managing and growing your portfolio with our experts

 

What exactly is financial planning?

Financial planning is about understanding where you are today, where you want to be and then creating a plan to get you there.
It creates a roadmap for your finances, helping you map your progress towards your financial goals.
Your financial plan will provide a forecast of your finances over time.
It will show you how the decisions you make today will affect your future.
Creating a framework for making financial decisions, providing you with clarity and confidence about your future.

 

The right investment management service for you

Whether you are looking to grow your investments, generate a new income source or preserve your wealth, we offer a range of services to suit your goals and approach to investment.

1. Fully managed

2. We recommend investments – you decide 

3. Investment advice

Have our investment team look after your portfolio at all times with our Discretionary Investment Service. Enjoy peace of mind as we actively look after your portfolio.

If you prefer to control all investment decisions, our Portfolio Managed Service might suit you. We build and manage a portfolio that meets your financial objectives, but you make the final decision on where to invest.

Investing can be complex, but our advisers and supporting expert team are here to give you the advice and confidence to manage your investments.

 
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How a typical client journey looks:

 

Getting to know you

To get started, we offer a no-cost / no-commitment initial consultation to see if we are the right financial advisor for you. This is an informal chat to understand more about you and establish if we’re a good fit. We only work with clients where we can add significant value to their situations.

A financial health check

Our second meeting provides a health check of your current finances. It looks at where you are today and explores your goals for the future. By the end of this meeting, you’ll feel much more organized and in control of your finances.

Financial Planning meeting

We use financial planning software to show you how the decisions you make today will affect your future. We’ll discuss the different options available and assess the benefits of each. You will have a clear idea of where you’re heading financially and a plan for achieving your objectives. 

We will provide you with a financial planning report. This will show you if you’re on track to achieve your financial objectives and create a plan for your finances.

Making it happen

The next step is to put your financial plan into action. We will create a clear and concise plan of action. This will show you what happens next and who’s responsible for doing it. 

This might mean bringing some pensions together, setting up a new investment or even moving forward with the sale of your business. We will work with you every step of the way, completing the actions and making the changes as agreed.

Staying on track

Life is never straightforward, and your plan needs to evolve as life unfolds. We’ll meet regularly to discuss what’s happening in your life and update your plan to reflect any changes. Our ‘open door’ policy means you know we’re here for you whenever you need us.

Are you ready to start Financial Planning for your future?

Speak to one of our experienced financial planners today.