Are you ready
to realise your
potential?
We offer a refreshing approach to family financial planning, and are here to help you bring your dreams to life. This could be the pursuit of a more fulfilling lifestyle, supporting your children or grandchildren, making a positive impact on society, or as is often the case, a working balance of all three.
For us to be of greatest benefit to our clients, it is our responsibility to make sure we are compatible together. You will be passionate about gaining a wider understanding of your financial potential, and willing to make a longstanding commitment to achieving your goals. You will also have access to financial resources that more than meet your needs. If this is you, we’ll be there for the journey.
Your journey with us
Our unique solution follows six clearly-defined stages. Rollover the icons to find out more…
The Capability Explorer
We begin the process by focussing solely on you. Together we will take an in-depth look at your assets, liabilities, income and expenditure, to gain an accurate overview of your situation.
The Vision Meeting
Here we will explore the hopes, dreams and priorities you have for your life, your family’s future, and your wider community.
The Strategy Meeting
At The Strategy Meeting we unite your financial capabilities with your vision, working together to devise an achievable step-by-step plan.
The Family Impact Discussion
The opportunity to bring your family together and broaden your plans, taking into consideration how your strategy may involve and impact each of your family members
The Implementation Meeting
Once your strategy is agreed and formalised, we can start to put it into action.
The Progress Appraisal
An integral part of our commitment to you, we will meet with you regularly to review the steps made towards your vision and make any necessary changes. Progress Appraisals will take place at least once a year, and more frequently if required.
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