Financial planning
Create a plan that takes you from where you are now to where you want to be.
The right products and solutions are vital for your financial success, but they shouldn't be your starting point. You need a plan–and we can help you build it.
Our financial planning service gives you tailored advice to help you reach your goals. Together, we’ll map out what you want to achieve, when, and how to get there.
My husband hated his job, working 12 hour days/nights. Our adviser has helped him retire and he's a happier man to have at home. Thank you.
Annette
What is financial planning?
Financial planning is about making your money work for you, so you can live the life you want.
Whether it’s saving for a home, funding your grandkids’ university fees, or taking that dream round-the-world trip when you retire, it’s all about turning your goals into reality.
We look at your current financial situation, your needs and then help you map out a plan that can cover:
- Investing
- Tax efficient investing
- Estate planning
- Retirement planning
- Protection
And as life changes, we can help you to make sure your financial plan keeps up so you stay on track to hit your goals.
What to expect during your first financial planning meeting
Your first financial planning meeting sets your path in motion. It’s an opportunity for you to get to know your Personal Wealth Adviser—and for them to really understand you. Not just your finances, but your goals, values, and vision for the future.
Your adviser will ask about your ambitions, financial situation, and any concerns you may have. There are no right or wrong answers—this is a safe space, and we aim for it to be the beginning of a long-term partnership.
The session usually lasts around 60—90 minutes. If you have any relevant paperwork—such as pension statements—it's a good idea to bring them along.
Afterwards, your adviser will create a tailored plan based on everything you’ve discussed and present it to you at your next meeting, along with confirmation of the associated costs. You won’t pay anything unless you go ahead with the recommendations in your financial plan.
Ready to take the first steps toward your ideal future?
Book a free, no obligation call with one of our team today.