Financial Planning
Overview
A comprehensive specialist service that encompasses retirement planning, investment planning, protection planning, estate and tax planning, lifetime cash flow modelling.
Proposition
A bespoke financial planning service for those with complex affairs that require ongoing management into the future.
Client Benefits
- Peace of mind
- A successful investment experience
- Delegation to experts
- Access to expertise and information
- Clarity out of complexity
- Financially well organised
Methodology
Advice given in-person (remotely if required) with meetings held at a convenient location for you.
Core Services
- Analysis and financial plan preparation (including risk-profiling,
review of cash reserves, capital and income requirements)
- Twice-yearly valuations (or on request)
- Two in-person meetings a year (or additionally, as required)
- Proactive advice, communication and support
- Annual review meeting (to update all elements of your plan and,
if required, recommend rebalancing for your portfolio)
- Liaison with other professionals (and specialist advisers,
where appropriate)
- Secure online document management
(all records maintained and updated, accessible by you 24/7)
- Live real-time valuations (accessed via your secure online account)
- Full access to your financial planner
Marketing
Quarterly/weekly financial bulletin and periodic updates relevant to your financial plan.