The journey
Creating your financial plan is a journey; one that doesn’t finish once the plan is made. We build the foundations, construct it and develop it over time, through a six-stage process.
1
Discovery meeting
Our initial discovery meeting is a chance for us to get to know each other and ask any questions you might have. We’ll get together over a coffee and a piece of cake and simply have a relaxed chat about you, your goals, and how we might be able to help you.
2
Information gathering
To be able to move the process forward and construct your financial plan, we need to have a full picture of your current circumstances. We’ll collect all the information we require on your existing arrangements.
3
Planning
Once we have all the relevant information, we’ll meet to prioritise what is important to you and discuss how well aligned your current arrangements are with your goals
4
Research and documenting
Once we have agreed your priorities and how to move forward, we’ll research and recommend any financial solutions that will better help you to achieve your goals. We’ll document this into a financial plan and present it to you.
5
Implementing
Once you are happy with the finalised financial plan, we’ll implement whatever is needed to get things started.
6
Reviewing
It’s important to check on the success of your financial plan and review the progress made. We’ll meet yearly to discuss the previous year; if any of your goals or objectives have changed, we’ll make adjustments to accommodate them.
I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.
Testimonial left November 2019
I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.
Testimonial left January 2019
Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.
Testimonial left January 2019
I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.
Testimonial left July 2018
What our clients say
Coffee?
If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.
