corporate financial planning, corporate pensions, commercial insurance, personal financial planning

corporate financial planning, corporate pensions, commercial insurance, personal financial planning

 

The Process

Stage One

Initial Meeting – this is a free first meeting where we would discuss all aspects of your financial position. During this meeting we would aim to:

• Conduct a thorough fact find
• Obtain details of any existing policies
• Discuss your aims and objectives

Recommendation report

Based on the information obtained in the initial meeting, we will produce a report. This will include a policy health check on anything you already have in place. This report will comprise our advice specific to your circumstances.

Second Meeting – In this meeting we would look to discuss our recommendation and answer any queries you might have. Assuming you are happy with our advice and wish to proceed, we would hope to be officially appointed as your adviser at this point.

Stage Two

Implementation – This is where we put in place the solutions identified in our recommendation. Where there is some form of investment involved (e.g. pension, ISA) we will conduct a risk analysis to ensure we create an investment portfolio that matches your appetite for risk. All of our clients have a bespoke portfolio designed specifically for them.

Overview of How We Work
Why Choose Us?

  • corporate financial planning, corporate pensions, commercial insurance, personal financial planning

    Corporate Services

    We provide corporate clients with advice and management expertise in all the key areas that affect the financial security both of the company and its employees.

  • corporate financial planning, corporate pensions, commercial insurance, personal financial planning

    Private Clients

    We provide advice and guidance to thousands of individuals in the key areas of insurance and financial planning that are so important to their financial future.

  • corporate financial planning, corporate pensions, commercial insurance, personal financial planning

    How We Work

    We cater for wealthy individuals, business owners and high earners and cover every aspect of their financial planning requirements.

Testimonials

corporate financial planning, corporate pensions, commercial insurance, personal financial planning

corporate financial planning, corporate pensions, commercial insurance, personal financial planning