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1.
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We will agree with you your aims and objectives in life and work with you to achieve your desired lifestyle. We adopt an established 3 question process that is thought provoking and is focused on teasing out all of your goals and objectives.
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2.
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We will build with you a robust and meaningful Financial Plan and we will review it with you each and every year, or more frequently if you so wish.
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3.
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We will help you in identifying any catastrophes which might cause financial hardship for you, your family and those dearest to you, and we will offer solutions to remedy any financial shortfalls.
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4.
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We will review your financial position, now and in the future, to minimise the impact of taxes on your Financial Plan.
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5.
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We will prepare a sound and robust investment plan giving you the best chance of achieving the investment returns that you need, as quantified within your Financial Plan, and within your own tolerance(s) to investment risk, reward and loss, so as to give you the best chance of achieving all your goals in life.
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6.
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As part of our tax and investment planning process, we will prepare a retirement plan that includes pension arrangements, as well as other tax efficient investment vehicles, so as to produce a tax efficient income (or capital) stream for when you choose to stop working.
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7.
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If you so choose, we will help you pass on your wealth to future generations but only after first considering the impact that potential Long Term Nursing Care costs may have on your own financial well being.
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8.
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We will regularly review with you all of the plans that you make now (and in the future) to ensure that you remain on track to achieve your desired lifestyle.
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9.
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We aim to provide a truly comprehensive and highly personalised financial planning service such that our clients are entirely satisfied with the level of service we provide. We regularly ask for our clients' feedback, following each financial planning review meeting, so as to constantly improve the style, content and presentation of our service.
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