Financial Planning is About Making Your Life Plan a Reality
Many people who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about your Pension, ISAs, or how much you’re saving. Instead, we begin by talking about you, not your money.
Putting your life before your financial plan.
Our process begins with understanding what’s important to you. We start by asking you about your family, your work, your home, your goals, and the things that you value the most.
Our job is to build a financial plan that will help you make your life plan a reality.
Of course, building wealth that will provide for your family and keep you comfortable today and in retirement is a part of that plan. So is monitoring your investments and assets.
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