It all begins with a conversation. Not with dry figures or financial analysis at this stage, but with an open discussion about where you are now, and where your future lies.
We believe that only an end-point - your ultimate vision - gives planning value. And that understanding yours is the single most important thing we can do.
You may be looking toward your retirement, providing for your children, planning the succession of your business – even contemplating wholesale change in the way you live and fund your life.
Indeed you may be considering all of these things, and many more besides.
But unless we understand these aspirations we can never hope to help you successfully plan for them. That means exploring with you, both in detail and in the broadest terms, what it is you wish to achieve.
We appreciate that life is no financial transaction, that its value cannot be measured in pounds and pence alone. Of course, as a Chartered Financial Planning practice we have the financial knowledge and expertise to back us up, but it is the unquantifiable that interests us most - who you want to be, what will make you happy, what you would like to achieve, and yes, when all said and done, what makes you most proud of what you've done.
It’s an approach that our team has proven to be successful for twenty five years, with our highly qualified financial life planners working closely with like-minded accountants, lawyers and private banks to provide bespoke, wholly thought-through solutions.
It's the most effective way we know to creating, growing and protecting your wealth - today, tomorrow and for future generations.