Financial Planning Process

This is a six part process designed to uncover your goals, analyse what you have accumulated to date and evaluate this against your circumstances. With this information a plan that brings this into better focus for you and makes attaining those goals more achievable can be developed.

The process is likely to consist of at least 3 meetings but this is not set in stone as I adapt to each customer’s needs, and location. The essential aspects most often covered within a face to face meeting are described within the financial planning services section of this website so you can know what to expect.

Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.