We have a ten-stage approach to helping you achieve your objectives.
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Arrange an Initial Appointment
This can be held at a mutually convenient time and location.
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Familiarisation
In advance of our first meeting we will send you an introductory pack. The most important part of this pack is that we outline the information we require in advance of our meeting to ensure that it is as productive as possible.
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Initial Meeting
We see the main purpose of this meeting as an opportunity for us to demonstrate the role we play for our clients, to establish what your objectives are and to give you our opinion on the effectiveness of your current arrangements in meeting your stated objectives. (This meeting is ‘Risk Free’ to you, as there will be no change if you decide not to proceed).
- Billing point » Interim Invoice
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Establish your Current Position
Before a strategy can be put in place we must determine exactly where you are currently. Our client support team liaise directly with the insurance companies and investment houses with which you already have arrangements so that we can compile an accurate picture of where you are now.
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Creation of a Financial Planning Template
Once your objectives are known and your current position has been verified, your planner will build a financial model. This demonstrates how far your existing arrangements come to helping you achieve your financial goals. It also enables us to identify areas of weakness and vulnerability. The most important purpose that this exercise plays is that it helps us identify and quantify any shortfalls you may have in your planning as it stands.
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Formulation of Advice
Your Planner and Para-Planner will between them prepare an agenda of areas that require attention and where appropriate will complete the research necessary to be able to make a firm recommendation.
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Strategy Meeting
This meeting will reaffirm your objectives by interrogating your cash-flow model. We will then outline the strategy you should adopt to achieve your objectives. This will incorporate wealth creation, using our structured investment process, wealth preservation to ensure that once financial independence is achieved your position is protected and the underpinning of your entire programme with the appropriate insurance to guard against illness or death.
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Detailed Report
Following our strategy meeting we will send you a detailed report with our specific recommendation and advice.
- Billing point » Interim Invoice
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Implementation
Once you are happy with the course of action that you wish to take our client support team will undertake any processing requirements.
- Billing point » Final Invoice
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Annual Review
The most important factor in achieving your objectives is ongoing monitoring. Our carefully developed review process will ensure your financial programme is kept on track and any changes in your circumstances can be catered for.
