Life is what happens to you while you're busy making other plans.
John Lennon
Independent Financial
Advisers
Call us
01483 225 858
Comprehensive financial planning
As the name suggests, this is a comprehensive financial planning service that suits clients with complex situations, requiring a high level of initial and ongoing planning.
We start by meeting with you to find out where finances fit in your life, helping you make sense of your existing circumstances, current investments, protection and tax planning arrangements and documenting our findings in a Financial Plan for you.
We then work with you to create comprehensive advice covering every aspect of your finances; investment planning, protection needs and tax planning, meeting with you to go through every detail of the advice.
Once decisions are made we implement our recommendations, dealing with everything for you and keeping you appraised of our progress at every step of the way We then provide you with a first class ongoing service, which includes a minimum of 2 comprehensive reviews each year, quarterly portfolio valuations and newsletters and essential alerts.