• Our process to reach your individual or business goals is simple:

    Our process to reach your individual or business goals is simple:

  • Step 1: Identifying your Goals

    Step 1: Identifying your Goals

    We work with individuals and businesses to identify short, medium and long term financial, business and lifestyle goals.

  • Step 2: Assessing your Financial Situation

    Step 2: Assessing your Financial Situation

    We review and evaluate current positions – assets, liabilities, income and expenses, insurance coverage, investments and tax strategies.

  • Step 3: Preparing your Financial Plan

    Step 3: Preparing your Financial Plan

    We will prepare, in writing, recommendations and suitable strategies, products and services, and answers to any questions you have. This ensures that together, our report will address the HOW of achieving your lifestyle goals or the financial plan component of your business goals.

  • Step 4: Implementing the Recommendations

    Step 4: Implementing the Recommendations

    Once you’re ready to go ahead, your plan can be put into action. Where appropriate, your financial planner may work with specialist professionals, such as an accountant or solicitor.

  • Step 5: Reviewing the Plan

    Step 5: Reviewing the Plan

    Your circumstances, lifestyle and financial goals are likely to change over time. In addition, there may also be changes to legislative framework, the economy and financial markets, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track.

     

    Your level of integrity and respect towards us as clients is outstanding. This is of great value and therefore we treat your advice accordingly…- Professor Gordon Macaulay, Economics & Agricultural