Setting goals is only the first step in your journey; if you want to achieve them, those goals need to become actions. In our experience, the best way to get to your destination is with a map, and ours is called ‘The Efficient Financial Plan’.
This bespoke document puts everything together from the Exploration Meeting, so focusses wholly on what you want to achieve. Careful research, expert knowledge and your personality are fed into the plan, meaning that it is tailored to your needs and acts as personal financial guide.
The Efficient Financial Plan is sent both in paper and electronic formats and is charged on a fee basis, which will be calculated for you at the end of the Exploration Meeting. If you are not completely satisfied with Your Efficient Financial Plan you receive, we offer a 100% money back guarantee.
The Exploration Meeting
There are three clear areas that your own Efficient Financial Plan covers.
- The Present Planning Analysis
In order to build a financial strategy for you for the future, we need to establish whether your existing financial arrangements are meeting some or all of those requirements. If they are not giving you what you need, we will be able to identify what steps you can take to improve your situation.
- The Efficient Portfolio Approach
We will build a strategy to address each of your concerns, and for each of the opportunities available to you we will build a strategy to maximise it. The Efficient Portfolio Investment Strategy will ensure your investments and savings achieve the maximum growth for a risk level you are comfortable with.
- Implementation Fee Strategy
For each of the strategies and solutions we build for you, we will always endeavour to build a strategy that will allow you to cover our fees in the most cost effective and tax efficient manner.