Getting to know you
We will review your existing financial situation and reach a realistic assessment of your likely needs. For this you’ll need to set aside some time to talk to us – the first consultation is at our cost. There’s no initial charge or obligation for the research we conduct on your behalf.
Depending on your instructions we will carry out a needs analysis based on your current situation, taking into account any specific plans and/or targets you may have.
We will then advise you on anything from a short term financial objective to a lifetime financial plan followed up with regular reviews.
David and his team have been very helpful,
pro-active, focussed and committed to helping my family and I with our financial planning, mortgage protection and tax planning needs.
A pleasure to work with.
What you can expect
You will receive professional advice about where your financial arrangements are already good and where they’re inadequate (or not covered at all).
You’ll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course, it will all be sensibly balanced in relation to your current income and prospects.
In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you’ll know exactly what and why before you agree to anything.