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A simple process designed with you in mind.
Our financial planning process:
We have a tried and tested process for working with our clients that has been perfected over the years.
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1. Initial Discovery Meeting
We meet with you either at your home, our offices or virtually to discover a little more about you.
Our goal in this meeting is to identify what your goals, objectives and needs are and to tell you a little more about how we can help.
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2. Create & Implement
After doing a deep dive into your current circumstances, we create your financial plan and make some recommendations on things that may need to change.
If any changes are required, we put these into place for you.
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3. Track
Circumstances change over time.
We continuously review your financial plan and meet with you regularly to ensure that it stays on track.
If the plan does need to be changed, we do this for you.
What people who have been through our process say:
Michael
Director
Sanseb Ltd
"I am very pleased with their professional support and would be happy to recommend them to anyone looking for guidance."
"Hanna Hillen`s professionalism and knowledge of their industry has ensured that we have had no questions left unanswered leaving us comfortable to put our finances in their care."
"Hanna Hillen has looked after our Pension and Protection needs for over 30 years, during which time the professionalism shown and attention to detail has been exemplary."
Clifford
Director
AJ Plumbing Supplies Ltd
Damian
Director
Felix O'Hare & Co Ltd
Schedule a Call:
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