You might be dealing with complexity in your financial life or going through a stage of transition.

Perhaps you are nearing retirement, seeking a career change, or selling your business. Or maybe you just want to check that what you are doing is the right thing and that you are not overlooking anything.

Most individuals want a few fundamental questions answering before they become clear as to what action to take next:

  • Where am I now? Many people do not have a really good idea as to what exactly they already have and whether it is any good or not. The first stage in the process is to find this out. This can take a while as we have to get detailed answers from your current providers, but is well worth the effort.
  • What should I be trying to do? Detailing your financial goals is vital. For most people, this usually revolves around retirement, even if they are many years away. What do I need to do in order that I can stop working and know that I have sufficient funds and security that I can retire and maintain a good standard of living?
  • How can I achieve these goals? How much, for how long, and where do I need to invest?
  • What can I do to protect my assets from the taxman and make sure that my children are provided for, without putting it at risk from problems such as divorce?