A full and detailed understanding of your current financial position is required for the modeling to be accurate. We will consider your assets and your liabilities, your income and any planned expenditure.
“Living” along the way is important too so we will take account of your lifestyle costs too.
We assist with many aspects of tax planning, from the basic building blocks of financial planning such as ISAs and Pensions, through to more complex structures such as Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS). The mitigation or reduction of inheritance tax liability is also important for many of our clients. We can help you create, deliver and maintain a bespoke financial plan that will enable your assets to pass to your beneficiaries, while giving you maximum control of your assets through your lifetime.
We will gather relevant data such as your financial situation, personal and financial goals and attitude towards potential risks before giving any advice.
Analyzing and evaluating your financial status to assess your current situation and determine what must be done to achieve your goals. Not all goals are achievable – we will educate and manage expectations where required so that our clients go forward with a clear plan on what can may be achieved.
Developing and presenting the financial planning recommendations that address your goals.
Implementing the financial planning recommendations by putting a plan in place.
Monitoring the financial planning recommendations by meeting with you periodically to review the situation and adjust recommendations as needed.
Our starting point is arranging a free preliminary meeting for the purpose of establishing whether we are able to assist with your needs and objectives.