Overview of Financial Planning Service

Our service is based on a structured approach which involves:

• Getting to know you and about your financial circumstances – we invest our time in learning as much as we can about you, your current income, assets, outgoings and liabilities, as well as your attitudes towards different forms of risk. Only then can we assess the best way in which to address your financial planning needs.
• Researching the market – there is no such thing as a one-size-fits-all solution to school fees planning (or, indeed, most other forms of financial planning). We take time, having learned about you, to research the options and create a tailored plan that will help you to achieve your financial goals. The plan will include:
• Providing for immediate needs, where required;
• Planning for future needs, where there is time;
• Planning for unforeseen eventualities such as special educational requirements arising; and
• Ensuring that there is protection in place should the main earner become ill or die;
• Presenting our proposals – once we have formulated a workable plan we will present this to you in a formal way so that you can fully understand the details and how we will be working together in the future to ensure that we remain on track.
• When you are completely happy with our proposals – we will put any new plans in place and let you have all relevant documentation. We will also ensure that you receive on-going information via our client newsletter service.
• Keeping your plans on target – we will undertake regular reviews of your plans to ensure that they remain on track; and, of course, we will also be available to discuss your changing needs at any time.