Our approach to your plans
Financial planning will usually be an ongoing process, not a one-off meeting.
It is a service that we provide to you rather than some products that you purchase from us (although in many cases we may suggest suitable products to meet your needs).
Our service involves figuring out where you are now in your life, where you want to get to, the options available to get you there and the best route based on your individual views and circumstances.
It might involve looking at any existing plans that you have, working out how these fit in with your objectives and possibly telling you about any “missing pieces” that we feel you should introduce.
