Financial Planning provides our clients with
assistance in organizing their personal or corporate financial
affairs in a tax-efficient way, in order to achieve their financial
and lifestyle goals. It involves making projections of future
needs and the assets required to meet those needs.
This can lead to the recommendation of specific
investment and pension products
First appointment
Upon appointment our first step will be to start
to prepare a financial plan tailored to your particular requirements
and situation.
Setting goals
We will spend some time talking with you to
identify your goals over the short, medium and long term.
After that we will find out details about your specific
circumstances, and build up a comprehensive picture of your
situation which we can then analyze.
Action plan
This leads on to the formation of an action plan
on how you can best reach your stated goals. Our report will
explain the approach we have taken and why.
The next stage is to implement that plan step by
step, and we will give guidance on the most suitable way to go about
this, which can include recommending products available on the
market at the current time.
Regular reviews
Progress needs to be revised at regular intervals
which we will agree with you, and adjustments made as necessary,
depending on changes in circumstances or your initial goals.
You might like to browse our Life Stages guide, within this section, helpful in starting to consider
financial matters at your stage of life.