iPlan A full financial planning service that aims to simplify your complex financial situation…

This is where we get to know you, establishing your aims and objectives. This will also include assessing your views on risk and obtaining information about you. Following this meeting we will have a clear understanding of your requirements, and in turn we can advise you of our service propositions and what you can expect from our services…

In between the discovery meeting and the planning meeting, we will have taken a lot of information from you, including details on your current financial arrangements. This may involve writing to some of the companies to which you hold investments to

ensure they remain relevant to your planning. Once this information is obtained, we build your personalised financial plan and cashflow…

Based on the information we receive will offer you either a Simplified Investment Plan or a Full Financial Plan. Whichever is deemed most appropriate will incorporate strategies to maximise your personal allowances and tax position, ensure you have the required flexibility and liquidity required, and importantly that the level of risk you are taking is appropriate to your needs and objectives.

Once you’re fully happy and plan is agreed by yourself, you can leave all the hard work to us! We will arrange regular meetings to keep you informed on your plans progression, proving through the latest cashflow software that your plan is laid out as effectively as possible to achieve your objectives. If your situation changes, or you find yourself needing help in another particular area then our team will be there to make any amendments necessary to keep you heading to where you want to be.

You will benefit from a genuine team effort with our client services, financial planning and investment team working hand in hand to make sure your plan is designed as effectively as possible to achieve your objectives. As one of the few firms able to provide a complete financial planning and investment service, you will benefit from impartial and professional advice based on insight, experience and technical expertise.