How we work with you

We will to get to know you at a personal level, to fully understand your unique circumstances, motivations and life goals. This is essential, as it allows us to forecast and take account of situations that could put your financial and lifestyle objectives at risk.

“Luck is what happens when preparation meets opportunity.”Lucius Annaeus Seneca.

Ultimately, we believe that great financial planning is all about helping you clarify your goals, preparing for the unexpected, and giving you all the information and guidance you need to help you achieve them. This answers questions like "Will I be financially secure in the future?” and “If not, how big is the gap and what can I do about it?”.

“We are not given a short life, but we make it short and we are not ill supplied but wasteful of it”  - Lucius Annaeus Seneca

Rather than simply telling you the answer to these questions, we like to present your options in a more visual, interactive way. We find this helps our clients better understand the choices in front of them, and the likely impact of their decisions.

Voyant is one of the tools we use to help us do this. It forms an important part of any financial plan we design, and it also plays a role in our regular review meetings. These videos explain how Voyant works: