Our focus is to get to know you, what your current life style is and what you want your life style to look like in the future. We also look at your priorities in life and your life’s bucket list. It’s as simple as that, no talk of your tax, pension, savings or investments, is needed at this stage. After this initial meeting we will then look at your finances and most especially analyse your income and expenditure.
We will then review your finances, forward cash flow your income, assets and liabilities, which will start to form the basis of a financial plan. This will be presented to you as a comprehensive plain English financial plan, which will also include a single page action plan.
And only if needed, we can provide financial advice and look at investment solutions, which will grow your wealth, protect your wealth or save your wealth through your family tree.
With a wealth of experience, Sam took the bold decision to offer life, and financial planning ahead of selling investments. This way he is certain he puts the clients first, rather than business targets or shareholders.
Hollie offers support to the team in her area of technical expertise and report writing.