Enter a new era of digital financial planning and achieve your financial goals.
To initiate the process, please provide us with essential details like include employment history, personal information (name, address, date of birth, PPS number), and any previous pension statements you possess, ensuring readiness for your consultation.
We will conduct a thorough comparison of quotes from various providers and products to identify the one that aligns perfectly with your specific requirements and needs
Once you've filled out your application, simply submit any additional required information to finalize your protection policy, with the option to apply conveniently online using digital signatures or via phone.
As part of our service offering, we will consistently review your plans in line with your financial goals in order to fully realise your business ambitions. This will involve regular engagement and we will be in regular contact to ensure your financial plan(s) are meeting your current requirements.
We take a deep dive into your personal and business’ finances to assess areas for potential improvement to help you make data-driven decisions. Pinpointing areas of strength or weakness in your personal finances and business operations.
We will discuss your personal goals and business’ goals and visually display them on your personal and business roadmap. This will also incorporate external factors such as inflation, income raises and interest rates. We can also present “what if” scenarios and the effect it has on your business financially.
After we assess your finances we will propose experienced smart data-driven solutions to help you achieve your goals within the agreed timeframe.
Financial planning is a life-long process. Reviewing the actions recommended in your plan should take place regularly and in the event of change of income, assets, business or family circumstances. This is something we will be facilitating through our service offering.
We can educate your employees on the importance of having financial goals, how to be better with their money such as saving, investing, protecting their income and preparing for mortgages. This can be facilitated through on-site/remote workshops and presentations, including access to dedicated financial advisors.
We can provide each of your employees with tailored financial plans, helping them to create and achieve their personal financial goals.
Creating an attractive employee benefits package is a key part of aquiring new talent and staff retention. We can help you set up group pension schemes and group protection plans such as income protection & life cover.
As an experienced mortgage intermediary, we can educate your employees on all things mortgage related, including government related schemes which are available and designed to help them acquire their dream home. We will provide them with an independent comparison of lenders and mortgage options available as well as manage the entire mortgage process from start to finish.
We believe everyone deserves access to expert financial advice, regardless of their current wealth or financial situation.
Our team of award winning professionals take a personalized and holistic approach to Financial Planning and Wealth Management. We work closely with you to create a tailored financial plan that meets your unique needs and objectives.