Our role as your financial planner is to help you gain clarity over your future.
Technical knowledge of areas such as tax and pensions
Investment management
Coaching skills – to help you better understand your own objectives and your motivations
Financial forecasting – putting those objectives and motivations into numbers. What could your future look like?
Applying a rigour – we like to joke that we meet clients at least once a year whether they like it or not!
This is a face to face meeting where we undergo a complete review of your Financial Life Plan. We will discuss any changes to your circumstances that would affect your plan and make adjustments accordingly. We will revisit your life planning, cashflow modelling and existing situation in detail.
You will be able to access your adviser for advice and coaching throughout the year as and when required. However, we will be pro active with you if we feel there is something new you need to know or do.
After each annual review meeting you will receive a revised Financial Life Plan with a progress report for the last 12 months and an action plan for the next 12 months.
We will monitor and advise you on all aspects of your investment strategy to ensure you remain on track.
You will be provided with a private login that you can use to access your information whenever you require.
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