How it works
Introductory call
15-30 minutes
In our first call, we’ll focus on getting to know you and what you’d like to achieve with wealth planning. By understanding your current situation, hopes for the future, and ambitions for your wealth, we can start to build up a picture of where we can add the most value for you.
There’s no need to fill in any lengthy paperwork ahead of the call, no cost, and no obligation to continue if you feel it’s not a good fit.
Initial consultation
Your initial face-to-face consultation is all about the beginning of your personal wealth plan. This will take all your financial needs into consideration, from tax strategies to investment management. We’ll discuss the things you’re planning for in greater depth, as well as potential strategies to help achieve them.
This might involve cash flow modelling, where we build a picture of your finances by assessing your current and forecasted wealth. This can help us identify if there are any areas that can be improved, or if there are changes that need to be made to maintain or reach your desired lifestyle.
Proposal presentation
Now that we have a very detailed understanding of your situation, we can suggest improvements. These can be recommendations on where you may want to invest your money to better prepare for retirement, or how to reduce your inheritance tax liability.
Again, using cash flow modelling, we can demonstrate the impact your wealth plan could have on your finances. We’ll then show you how to prepare for certain scenarios and become more financially resilient. This can help you prepare in the event of economic uncertainty or a significant outgoing like long-term care.
With you for the long term
Ongoing
Over time, you and your priorities will likely change. With regular reviews, we can make sure your plan adapts with you – continuing to take account of your needs, circumstances, and any other life updates you may have. We ensure you have a plan, and a partnership with us, that lasts you for life.
Fees and charges
Our first consultation together comes at no cost, with no obligation for you to continue. If you decide to work with us after your consultation, we’ll provide you with a detailed service agreement, breaking down any future costs before you commit to anything.