Some people are clear on what their goals are in life, others aren’t. It is part of my role to help you to think about what is important and what you would like to do with your life, even if you haven’t thought about this properly before.
If you saved £50 each month from when they are born to when they are 18 years old, you could have over £17,000 if it grew by 5% per year. Imagine if you saved more?!
This is our exciting first meeting where we find out all about you and your family – your goals, aspirations, and current reality. We focus on you and what your values and beliefs are and what you want to get out of your life. We explore what you really want to do with your future, even if you have never really thought this all through before.
1½ hour meeting
This is where we go through your unique financial strategy. We see exactly where you are now and how this relates to your goals and plans for your future.
We will have analysed your financial information using market leading financial planning and investment software and put together my recommendations for how you can get your finances to help you achieve your goals and dreams. We look at any existing policies that you might have, including pensions, investments and protection and how these fit into your overall plan.
We will go through all of this, explaining our solutions clearly so that you can decide what you would like to do next to secure your family’s future happiness.
2 hour meeting
This is where we start to implement your recommendations, starting you on your journey to achieving your goals and giving you peace of mind.
1 hour meeting
We now continue to check the progress of your financial plan with the changes in your life, making sure that we are continuing to work towards yours dreams, with all of the highs and lows along the way, adjusting your plan when it is needed.
2 hour meeting