The first thing we do is listen to you. What do you want? What is important to you? What does the future hold?
We want to understand where you are right now, and what you want the path between here and your future to look like. Then, we work together to make sure you have the right amount of money in the right place at the right time.
The questions are simple:
Where do you want to be, what are your ambitions, what do you need to look after the people you love? Knowing the answers will provide us with the information to enable you to have the security and happiness you want. We don’t spend enough time, (if any) considering these things.
You would expect financial advice to involve talking about pensions, savings and tax and of course we do, but you wouldn’t set out on a journey without knowing where you were going. So, we believe in starting at the end, we do planning before we do investing.
We will work with you to identify your goals and then plan a financial road map to arrive there securely and in good time.
Our advice focuses on you, what do you actually want from life? How much money would you need to make that happen? How will we make sure that you don’t run out of money? It is only if we can answer these questions that we feel that we can begin to provide you with the advice you need.
We know that circumstances change. That is why we have an on-going review service to ensure that your plans stay on track or adapt to changes as necessary. We will be monitoring your financial map constantly, and we will also be there when you need us.
How does this happen?
While we can answer questions such as “what is a pension?” “how can I save tax?” Working through the steps above we will uncover the more important questions you will ask yourself… what do you enjoy doing most, and how do you get to do more of it?