The “Financial Sense Service” will provide you with the highest level of personal service. The key components of this service are
Annual Review Meeting
This at the heart of everything we do.
Monitoring Progress Towards Your Goals
One of the most valuable tasks we carry out is to help you to stay focused on your financial objectives, so that you remain on track. We will do this every year at your review meeting.
Keeping You Informed
Our clients have told us that they like to stay close and be kept informed on a regular basis, so that is exactly what we will do.
Working With Other Professionals
We can liaise with your existing professional advisers concerning specific issues (for example your Will or a complex tax issue) or connect you to someone from our extensive and trusted network of contacts.
Helping With Broader Family Financial Issues
Sometimes other members of your Family face challenges that you would like to help them with. We can incorporate this into your financial plan as part of the “Financial Sense Service”.
Ongoing Advice To Take Away The Complexity
We aim to reduce the complexity associated with managing your financial affairs to help you plan for the future with clarity and ease.
In order to create a Financial Forecast we will ask you to provide us with full details of your current financial arrangements. We will then take the time to understand what is important to you so that we can create a bespoke plan capable of achieving your objectives, now and in the future.