OUR APPROACH
Financial Planning For A Life Well Lived
Financial planning isn’t a product you can simply purchase off the shelf. It’s a lifelong partnership.
I have known Andrew for over twelve years. We started our association in circumstances that required delicate handling for me personally. He gave me good advice then; and still does. I have found him at all times the most trustworthy of people. Over the years he has given me the best knowledge that he has at his disposal, and he and his team, has looked after my financial journey with the most upmost integrity. I have seen many others with poor financial decisions directed. This has never been the case with Andrew. I now see him as part of my family, and look forward to our association continuing for many years to come. I recommend him to anyone who needs comprehensive, trustworthy, financial advice and support.
The Journey
It starts with a quiet conversation in our Reigate office. No pressure, no obligation.
STEP ONE
Start with a Conversation
We begin with a no-obligation meeting (usually face to face) where you can ask anything and everything. It’s a chance to get to know each other, understand your priorities, and see how we might support your goals.
STEP TWO
Build the Full Picture
If you decide to move forward, we’ll gather the information we need (your income, assets, investments, etc). We’ll also take time to understand your risk tolerance, financial responsibilities, and overall confidence with money.
STEP THREE
Analyse and Assess
Once we have the full picture, we’ll start digging into the detail. We assess your current position against your future goals and identify any gaps or areas that need attention. We’ll keep you in the loop throughout this process.
STEP FOUR
Present Your Plan
We build a bespoke financial plan designed entirely around you. You’ll receive a written report explaining our recommendations clearly. We’ll meet again to walk through it together, ensuring you’re happy before we move forward.
STEP FIVE
Put Everything in Place
When you’re happy with the plan, we begin implementing it. Handling everything from setting up new arrangements to liaising with providers. We’ll keep you informed at every stage and confirm once everything’s in place.
STEP SIX
Stay on Track, Year After Year
Financial planning isn’t a one-off event. We schedule regular reviews with you to track progress, adapt to life changes, and ensure your plan keeps working as hard as it should.
Plan An Appointment
If you’re ready for a more intentional approach to wealth planning, let’s begin the conversation.