What We Do

OUR MANTRA

It’s about people, not products.

It’s about prudence, not performance.

It’s about people attaining and then maintaining the life they want.

It’s about families being financially secure.

OUR METHODOLOGY

We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt.

Our approach has 3 key stages

1. LIFE PLANNING

We get to know you, understand what’s important to you and what sort of lifestyle you want to enjoy. We undertake a full financial audit of your income, outgoings, liabilities and assets.

2. FINANCIAL PLANNING

We input all the data from the LIFE PLANNING stage into the leading financial planning software to provide an accurate and sometimes dramatic picture of your financial future. The results will indicate when you could afford to retire; how much you can comfortably spend now whilst still working towards future financial security; or even how much you need to sell your business for to become financially secure.

3. INDEPENDENT FINANCIAL ADVICE

If the LIFE and FINANCIAL PLANNING stages of our methodology highlight the need for investment products, then and only then will we identify the best currently available to fulfil your long term objectives.