• Step 1: Identifying your Goals

    Step 1: Identifying your Goals

    We work with you to identify your short, medium and long term financial and lifestyle goals.

  • Step 2: Assessing your Financial Situation

    Step 2: Assessing your Financial Situation

    We will review and evaluate your current position – your assets, liabilities, income and expenses, insurance coverage, investments and tax strategies.

  • Step 3: Preparing your Financial Plan

    Step 3: Preparing your Financial Plan

    We will prepare, in writing, recommendations and suitable strategies, products and services, and answers to any questions you have. This ensures that together, we have addressed the HOW of achieving your goals.

  • Step 4: Implementing the Recommendations

    Step 4: Implementing the Recommendations

    Once you’re ready to go ahead, your plan can be put into action. Where appropriate, your financial planner may work with specialist professionals, such as an accountant or solicitor.

  • Step 5: Reviewing the Plan

    Step 5: Reviewing the Plan

    Your circumstances, lifestyle and financial goals are likely to change over time. In addition, there may also be changes to legislative framework, the economy and financial markets, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track.

     

    Your level of integrity and respect towards us as clients is outstanding. This is of great value and therefore we treat your advice accordingly…- Professor Gordon Macaulay, Economics & Agricultural