Our financial planning service

Clients are often introduced to us with particular requirements. Whilst we are happy to provide focussed advice, most individual aspects of financial planning impact on other areas, so comprehensive financial planning is generally more beneficial.

The heart of our proposition is our structured financial planning service. The graphic below illustrates our process which incorporates the six stages fundamental to the Certified Financial Planner certification and defined within the requirements of BS8577:2012 and BS ISO22222:2005.

The basic premise of financial planning is that you are more likely to achieve your objectives if a plan is implemented and regularly reviewed. Few of us dedicate sufficient time and thought to planning, despite being aware of its importance.