We believe that having an agreed financial plan and sticking to it is crucial. Many investors have no plan and even when they do have one, they don’t keep to it and then wonder why they fail.
This is why we’ll work with you to create a lifetime financial plan that reflects your short, medium and long term goals and confirms whether they’re realistic.
We often find that people allow emotion to influence their financial decisions. So part of what we do could be described as behavioural coaching, where we’ll help you to stay calm in turbulent markets and keep to your original plan. That way you’ll improve the probability of long term-success.
Our ongoing service reviews and refines your plan as your circumstances change over time. This also enables us to make adjustments to reflect any changes in the economy, legislation or HMRC rules etc.
We follow a tried and tested process to assess your needs and work with you to develop a financial plan that is targeted towards achieving your goals. There’s no charge for our initial meeting as this gives us both the opportunity to see whether we can help you and whether you feel that you would like to work with us.