Our planning process

What is cashflow planning?

For many people cashflow planning is new.

Our short video explains more about the concept and how we use cashflow planning to help our clients achieve their goals.

Learn more by watching our video

Typically, our clients first approach us with a financial problem, challenge, or issue they want to solve.

Inevitably they also have more deep-rooted aspirations which they want to achieve. Retirement perhaps, making work optional or balancing the competing needs of paying for their lifestyle while ensuring a sufficient legacy is left after they are gone.

Our job is to solve those immediate worries, enabling you to focus on the future.

Learn more by watching our video

Our first meeting

After an initial discussion on the phone we’ll invite you to our office for an exploratory meeting.

This is our opportunity to start getting to know each other. We want to understand more about you; your worries and aspirations. There will be plenty of time to answer your questions, explain more about the planning we deliver and our fees.

To make our time as productive as possible, we’ll ask you to provide us with some basic information about your current financial position prior to the meeting or bring it with you.

Developing our relationship

Over the course of the next few weeks, and in additional meetings we will:

Define goals and objectives, while understanding your unique challenges and aspirations.

Analyse your current position, providing impartial analysis of your existing investments, pensions and savings.

Develop solutions, by creating flexible and bespoke plans to meet your goals.

Implement the plan, removing the complexity and hassle of administering your financial life.

Monitor and review, meeting regularly to ensure you remain on course to achieve your ambitions.