Our services

What is financial planning?

Financial Planning aims to give our clients objective assistance in organising their personal or corporate financial affairs to more readily achieve their financial and lifestyle goals.

This can lead to the recommendation of specific contracts or policies, eg life assurance or a personal pension, but initially it will result in the production of a plan devised specifically for each client, focussing on strategy and goals.


The Financial Planning Process

Initial Appointment

This step is all about us getting to know you and you getting to know us. 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 analyse. 

Comprehensive Reasearch and Analysis

We will spend time following our initial appointment considering your objectives and current position in order for us to begin formulating our recommendations.  This understanding will allow us to then research the vast range of available solutions in the market place and provide you with a solution tailored to your circumstances.  Our skilled technical support staff assist during this step applying their wide ranging technical knowledge to your situation.

Advice Appointment

On completion of our research we meet to discuss our recommendations and explain how they wil help you meet your goals and objectives.  During this stage you will have all products fully explained in straightforward language that allows you to fully understand our recommendations.  When you are comfortable with our recommendations we can then move on to putting things in place.


Our support staff now take over and ensure that your plan is put in place as discussed.  They will follow through all applications and collate all documentation and keep you informed as to progress.

Regular reviews

Simply implementing new solutions is not the end of the journey.  We feel that our clients will benefit from ongoing reviews of their situation and we agree an ongoing service level to suit your needs.  This important part of our service ensures that as life changes and markets move your financial plan continues to be relevant and helps you to meet your goals