Initial Consultation:
We will meet to discuss your situation briefly and establish whether we can help. We will only offer our services where we believe we can add real value.
Establishing Goals:
We will then go on to discuss, agree and define what you want to achieve, using a structured format.
Preparing the Financial Plan:
Following our meeting we will research and review your financial affairs. We will prepare a comprehensive report for you which will be written in plain English and will include a tailor-made strategy.
Implementing the Strategy:
At a further meeting we will discuss and agree the implementation of the financial plan. We will prepare the paperwork and arrange and effect all the agreed actions as far as we can.
Afterwards....
We will review your affairs regularly.
