Enter a new era of digital financial planning and achieve your financial goals.
During our discovery consultation, your advisor will assess your unique situation and expectations, setting a solid groundwork for your retirement strategy. Crafting a custom retirement plan involves collecting data about your current financial position, your comfort level with risk, your preferred investment options, and the timeline for your retirement.
We will than present the options tailored for you, based on your specific needs, risk you are comfortable taking and the timeline and your long-term objectives, recommending investment strategies that maximise your retirement savings. Our goal is to create a diversified investment portfolio that suits your needs.
If you have multiple pension funds, the traced pension(s) can be then consolidated into a single, easily manageable pension in your own name. Consolidation simplifies understanding your pension, your retirement income and visualising your performance, not forgetting the power of compound interest with the combined pension values.
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.