Involves listening and understanding your concerns, values, needs and goals, together with gathering and assessing information on existing financial arrangements plus assessing the suitability of solutions already in place as part of an overall strategy best suited to your needs
Creating Your Plan
Involves the researching of Whole of Market for most appropriate financial products,the generation of a solution best suited to your needs and a further meeting(s) to agree the strategy and take instruction.
Implementing your plan
Implementing your plan involves the progressing of a recommended and agreed solution to satisfactory completion on your behalf.
This involves reviewing and updating your financial portfolio and assisting you to adjust your strategy, where necessary, in order to best meet your on-going financial planning needs.