about you plan for success
Plan for Success
We take a flexible five-step approach to creating a financial plan that’s individually tailored to your current circumstances and aspirations for the future. Our planning is designed to help give you the confidence and reassurance that your plan is on track to allow you to live the life you want, while also being flexible enough to keep pace with any changes you might face.
Here’s how it works, and what you can expect at each stage of your journey with us. Click each section to learn more.
Your first meeting with us comes with no obligation. It’s an opportunity for us to get to know each other better and discuss your current situation and aspirations.
If you wish to engage with us, we will discuss what you want to achieve with your wealth, our fees, and the next steps you might want to take. We will also ask you to provide information on your income, expenditure and tax liabilities. The details of our agreement will be set out in our terms of business and letter of engagement.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.