Why use a Financial Planner?

Financial Planning is an ongoing process of developing strategies that comprehensively manage your finances to match both your current and future lifestyle goals, and can incorporate lifetime cashflow modelling to help you to visualise your objectives.

Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs. Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.

Stage 1 – Your Goals

We establish your life goals, personal circumstances, aspirations and concerns.

Stage 2 – Your Information

We collect all relevant personal and financial data and establish your perceived risks.

Stage 3 – Analysis

We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.

Stage 4 – Design Strategy

Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.

Stage 5 – Implementation

We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.

Stage 6 – Regular reviews

If you choose, we’ll meet on an ongoing basis to asses your strategy and implement the next steps in your plan.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place.

As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.

Everyone can benefit from a financial planning review to understand their current situation and develop a plan and strategy for the future. From the purchase of your first property, with life protection, to effectively using your savings and investments, retirement planning and succession planning we can provide you and your family with guidance over your lifetime and help you achieve financial well being.

Just think how much more relaxed you will be knowing your financial plans are in place and reviewed on a regular basis by a professional planner.


The value of your investments can fall as well as rise and you may not get back the original amount invested.