In our Experience people don't have financial goals, but life goals that have financial implications. We will work with you to help uncover, articulate and prioritise your life goals so that you have the confidence to make good financial decisions, both now and in the years ahead.
Understanding your emotional feelings about money, together with our logical and rational approach, will increase the likelihood of you achieving your aspirations.
Our approach ensures that you will stay financially well organized and with our structured process, you'll know exactly where your wealth is and what it is doing. Initial planning and progress meetings have clear agendas, client set expectations and are followed up in writing with a suitable report.
We use the latest online planning and collaboration tools to present understandable wealth plans that will resonate and help you feel more in control. Our 'back office' activities ensure that we take care of all the important 'stuff', whether that is rebalancing your portfolio, minimizing tax, liaising with your accountant/solicitor, or reminding you of things that you need to do.
Developing a wealth plan is one thing, but implementing it and sticking with it is another! We'll be with you year in, year out, ensuring that your plan adapts to whatever life throws at you.
We will hold you accountable for the decisions you make, to ensure that these are in line with your true values and that you stay disciplined in the face of inevitable economic uncertainty and media 'noise'. More importantly we'll be there for your family if illness or death means that you can no longer manage the family wealth.