We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree on the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future. We like to ensure that all of our clients needs are catered for as they change throughout life — from the the purchase of their first home, protection and insurance requirements of the young family, where maximum cover for minimum cost is essential, through the middle years of saving for retirement, and then helping our retired clients get the best income from their life savings. How we work. At our first meeting we will discuss your general financial situation, and seek to establish your needs and requirements. Unless your enquiry is very specific (e.g. you simply need to find a mortgage) we do not normally make any firm recommendations during this first meeting. Instead we will write a report which will detail our conclusions and then at a subsequent meeting we will go through this report with you so that you can see our conclusions and how we have reached them.
