This involves a series of meeting designed to give you a clear understanding of your financial situation and to help you set and achieve your long-term goals.

The initial meeting:

The first stage of the process involves gathering together sufficient information regarding your current financial arrangements, existing affairs, and future plans. We discuss how we can help you.

The presentation meeting:

Secondly, and most importantly, all of your financial documents are organised and gathered together in a personalised wealth management folder. This enables you to have a snapshot of all of your important documents in one place, such as your most recent will, valuations of your pensions/investment planning, details of loans and mortgages. I have particularly found that a visual summary of assets and liabilities allows clients to now carefully consider their future.

The implementation meeting:

Ultimately, the process above will identify areas of your financial life that require immediate attention and naturally a long-term plan can be easily formulated in order to deliver your long term aims and aspirations for you and your family. We will agree the plans we need to put in place for you to achieve your goals. The success of any plan is equal to the effort invested by both parties.

The ongoing advice meeting:

We will review your goals on an annual basis, more regularly if needed, to ensure the plans we have put in place continue to be suitable for your individual circumstances.