Working With You

Free Initial Consultation

Our initial meeting usually takes place in our office – there’s no charge and no obligation. We need to assess your existing financial situation to reach a realistic evaluation and typically this takes 45 minutes to 1 hour.

The Strategy

Once we have discussed and agreed your requirements, we will design a strategy to fulfill your objectives. We will then produce a report outlining our recommendations and the options available to you. Depending on your situation, we can advise you on a specific financial objective, for example, a mortgage application or alternatively we can create a comprehensive financial plan that encompasses your current needs and long term goals eg. Income protection cover, an investment portfolio and a personal pension scheme.

The Implementation

Rest assured that our proposed recommendations will be fully explained and their associated costs clearly documented. Once you have approved our proposal and instructed us to proceed, only then we will implement your financial strategy.

On-going Client Relationship

Money Planner clients benefit from a comprehensive ongoing service which includes annual financial reviews.