OUR STEP BY STEP APPROACH
Life and Wealth Health Check
Getting to know you
Our financial advisers want to help you create a plan that’s right for you. So our first conversation will simply involve listening to your circumstances, plans and aspirations.
This free, no obligation initial consultation can take place where or when it suits you, in person, over the phone, on Zoom or Teams. Hopefully this will leave you feeling reassured and excited about allowing us to support you moving forward.
Our second meeting
This is a chance to take a more in-depth look at your circumstances.
The session will give us time to run through your existing arrangements and map them against your future plans.
We can explain the options available to you and begin to map out the possible ways forward.
Financial Life Plan
- We will now be in a position to suggest a way forward in the form of your bespoke plan.
- Your financial adviser will map your journey against specific products, outlining their aims, potential benefits and risks.
- There is still no cost. This session will end with you having a chance to reflect on our advice and deciding what to do next.
Financial Action Plan
Once you are content with our proposed plan, we will turn the plan into practical action.
Our financial advisers will outline the fees and overall costs for the products and services recommended.
This will give you a solid understanding of any associated costs and a clear line of sight to the milestones we have agreed (from planning your pensions and repaying debt to insurance).
Your plan is now live, but we don’t stop there. You’ll be able to call us for information and advice, and you will have access to our online client portal. We’ll also speak with you regularly to review your plan and change it based on your circumstances.
Interested in our approach?
Let’s make Headway together.
Let’s Make Headway
Yes, there’s a lot to take into account. And there are no easy short-cuts. Which is why we’d love to start making Headway. Let’s get talking and develop a financial plan built entirely around your needs and plans for the future.