Whether you are planning your retirement, in retirement or a business owner balancing personal and corporate aspirations… we can help you plan your future.
We undertake Your Path to Wealth Management over the following 5 step process
Your
exploratory
meeting
We explore working together.
This is an opportunity for you to tell us who you are, share your story and to discover how we work and what we charge.
1
2
Your
life plan
We will take time to really get to know you.
We go through a structured process to find out how you wish to design your life.
Your
reality
We will create a model of your lifetime projected cash flow.
We build an interactive financial model of your current and projected future wealth and consider its implications.
3
4
Your
strategy and report
We collaborate with you on designing a strategy to achieve your life objectives.
We will use our technical knowledge to help you formulate a strategy which will ensure achievement.
Implementation
We will help you put the strategy into operation.
We will support you with qualitative goals, make detailed financial recommendations and rearrange your wealth to match your strategy.
5
Independent advice,
corporate and personal
Life Planning
We will help you take stock of where you stand in life and help you to interpret where you might want to go with the rest of it.
Lifetime Wealth Planning
We will build a comprehensive and interactive financial model that will build in your life aspirations. The modelling will cover all areas of your finances.
Investment advice
We will help you structure your finances in a way that works for you. This may include providing advice on your pensions and investments.
Insurance protection
We can help you to protect yourself and your loved ones, ensuring that you meet your life objectives whatever obstacles you encounter on the journey.
About Us
The firm was originally established in 1928 as a family partnership. Much has changed since then but three enduring features have persisted:
- high ethical principles
- technical expertise
- care for our clients
