It’s a fact that the majority of people have no idea where they are heading financially. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means, or what sort of financial future they are going to get.
We invite potential clients for an initial exploratory meeting. The aim of this meeting will be to decide whether we would be the right people to advise you and whether our service would deliver to you significant value for money. This meeting will not involve you in any charge or obligation.
We obtain details of your income, outgoings, assets and liabilities and can then give an accurate summary of your financial situation and a measure of your net worth. Once we have ascertained your future objectives and where you would like to be in years to come, we then use various tools to compare all available options and create “what if” scenarios. We will demonstrate the different possible outcomes depending on the chosen course of action.
What clients want, more than anything, is a quality answer to the big questions.
– “How much do I need to earn, save or sell my business for to give me what I want out of life?”
– “When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy?”
– “What do I have to do to ensure I NEVER run out of money?”
– “Exactly what level of investment return do I need to achieve my objectives?
We will give a clear indication of:
– What needs to be done to achieve your required financial objectives
– How best to achieve the desired standard of living throughout your life and maintain all the way through retirement
– The level of risk that will need to be undertaken to achieve desired results
– Why it’s probably best to take action now
– Why we are saying what we are saying and why we are recommending certain courses of action.