Straightforward, accessible financial planning advice

How we work

We like to keep things simple. You want straightforward financial planning advice and we want to get the most from your finances for you. We do this by working closely together, offering advice and guidance and acting on your decisions. We follow a four-step process:

Talk

We find out more about you and your financial goals and desires.

Plan

Together we regularly review progress, tweaking the plan as necessary.

Execute

Once approved,
we put your plan into action.

Review

We create a research-based financial plan to meet those goals.

You will work with the same financial planning adviser throughout your time with us.

This is how we build successful relationships with all our clients, and how we always know exactly where you are on your financial journey.

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Choose one, some, or all of our services

All our financial planning advice is tailor-made for you. So whatever it is you need at any given time, we can get as involved as much or as little as you want. Our services cover the full financial spectrum from retirement, tax and estate planning, to savings, investments and investment management.

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Reviewing your finances annually

Regularly reviewing your finances is important. In fact, it is one of the cornerstones of our service to you. We undertake annual reviews to keep you informed of changes in the market or to your investments and to find out what may have changed in your life.

A lot can happen in a year, so we talk to you about:

Life events

Your circumstances may have changed, through marriage, divorce, birth or a new job. Such events could alter your financial goals or attitude to risk.

Lifestyle changes

Just as important as life events are any changes to your lifestyle and outlook on what you want from your life and finances.

Legislation changes

Global and national events or legislation changes can have a knock-on effect on investments.

Tax allowances

No one wants to be paying more tax than necessary and any annual or other changes could affect how much tax you pay.

Estate planning changes

Life events can affect your estate planning, but so can changes to your health or what you want to do later in life.

Armed with information from your annual review we can make informed and targeted recommendations so that you can get the most out of your money and investments.

Our fees

Our fees are as clear and transparent as our process. You will always know what you are paying and what that covers, and it will only ever be excellent value for money.

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Let’s talk

Start by setting up an initial consultation with us. It doesn’t cost you anything and you can decide if planr are the right financial planning advisers for you.

Get in touch and we can take it from there.

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