OUR SERVICES.

When you work with a CERTIFIED FINANCIAL PLANNER™ professional, you access a relationship that helps you think about money in the way you were meant to - setting financial goals and creating a strategy to achieve them.

  • Financial planning

    We work with you to develop a comprehensive plan aligned to meet your life goals

  • Safeguarding and growing wealth

    Accessible and expert advice

  • Retirement and pensions

    Solutions, successful investing for pre-retirement and post retirement

  • Investing & savings

    Solutions for successful investment with the strongest providers

  • Insurance

    Solutions to protect the people and causes you care about most

  • Sustainability solutions

    Invest in a way that aligns with your values

THE FINANCIAL PLANNING PROCESS

As a CERTIFIED FINANCIAL PLANNER™, our financial planning process follows six comprehensive steps that professionals use to consider all aspects of your financial situation:

1.Establish and define our client-planner relationship

We will clearly explain and document the services we will provide to you - and define the responsibilities during the personal financial planning relationship. We will explain how we will be paid and by whom. We will agree on how long the professional relationship will last and how decisions will be made.

2. Collect data, including your goals

We will ask questions about your financial situation. We will define your personal and financial goals, understand your time frame for results. We will take time to understand how you feel about risk.

3. Evaluate your financial position

We will analyse and evaluate your current position and determine what you must do yo meet your goals.


4. Develop and present suitable financial planning recommendations and / or alternatives.

We will offer financial planning recommendations to address your goals, based upon the information you provide. We will discuss the recommendations with you to help you to understand them to ensure you can make informed decisions. We will listen to your feedback, concerns and revise the recommendations as appropriate.

5. Implement your financial planning recommendations

We will agree on how the recommendations will be carried out. We may implement the recommendations or serve as your coach, coordinating the process with you and other professionals such as Solicitors, Accountants, Tax Professionals or Stockbrokers.

6. Monitor the financial planning recommendations

We will agree on who will monitor your progress towards your goals as your life changes.