This is our full ‘holistic’ lifestyle planning service which provides clients with advice and solutions to ensure that they can always enjoy their desired lifestyle and never have the fear of running out of money. We tell clients the truth about money and by the use of sophisticated cash flow modelling software we can build a plan to meet our client’s objectives and to see how this can be achieved with their existing arrangements.
Once your financial plan has been established we will enter into a service agreement with you to keep it on track.
Within this service we also provide:
• A full range of financial advice services for individuals, businesses and trusts covering such areas as investments, savings, retirement planning, and non investment insurance (for example Life Assurance, Private Medical Insurance, Critical Illness cover).
• An advisory service with regard to client’s investments. By applying the principles of Modern Portfolio Theory we will strive to organise a clients investments to obtain the best relationship between the return the client requires and the level of risk he or she is prepared to take.
With regard to all of this, any advice or recommendation that we do offer, will only be given after we have assessed a clients needs and considered their financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that a client may wish to place on the type of products that they are willing to consider.