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My PROCESS

I have a simple process... A, B, C and D.

Over a period of around three months (and three meetings) I will assess:

  • Where you are At now

  • Where you want to Be and why

  • What you need to do Consistently to achieve this

  • What are your Drivers

Working with a new client

STEP #1

Non-intrusive information gathering, regarding existing assets, income and expenditure

STEP #2

Review risk on current investments

STEP #3

Assess attitude to risk

STEP #4

Discuss changes to risk to align with investment terms and goals

STEP #5

Consider transfer to lower cost options [platforms and funds]

STEP #6

Define goals, clear objectives, timeframes and costs

STEP #7

You will receive three comprehensive reports outlining your current position, your improved position and maximum position after implementing changes 

STEP #8

Create an action list

ON-GOING SERVICE

Subsequent reviews of your  plan can be held at your request with additional cost.   I will monitor progress through the actions, renewing your motivation towards your goals and resetting the actions to fit any life changes.

Update the Financial Plan 

Discuss progress towards goals

Discuss action list

Renew your motivation towards your goals

Reset action list

Discuss whats gone well, and what hasn't!

Fees

We will have an initial meeting without cost or obligation and we will discuss your requirements and how I work to see if we can work together. 


If you feel my service would be beneficial my fee is £1,800.

 

This is based upon [typically] three meetings, to gather information, draft a basic report, agree the report and prepare and discuss subsequent reports and agree an action plan.


You will normally receive three reports (current position, improved position and maximum position.)

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Subsequent reviews of your plan can be held at your request with additional cost. I will monitor progress through the actions, renewing your motivation towards your goals and resetting the actions to fit any life changes.

At the end of this process you will:

  • feel more empowered and more in control of your finances and your future

  • have greater confidence in your future; knowing you have an informed strategy which can be reviewed as often as you like (additional cost)

  • feel less anxious and be able to explore possibilities; looking forward with excitement and able to enjoy your money whilst you have good health

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In some cases additional meetings may be required to complete the on-boarding project. We will agree all fees in advance.

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