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Financial Planning

A great life doesn’t happen by chance - it comes from good planning

Our focus is always on what your money can do for you or what you can do with the money. We’re certainly not focused on financial products – these are just the tools that can help us to build a fantastic strategy for you.

And to make sure this strategy is in line with your long-term goals and objectives, we take time from the outset to get to know you and find out what really matters to you in life. This way, you can be confident our financial recommendations will be tailored to your particular circumstances.

In our view, financial planning shouldn’t just be an analytical, number crunching and technical process. It should be an inspiring, uplifting and collaborative experience which helps you consider the most important decisions in life. Our proven 5-stage Financial Planning Process is how we go about this.

5-stage Financial Planning Process

Getting to know you

This stage is all about finding out more about your current situation and defining your personal and financial goals.

Understanding where you are now

We will analyse your current situation and establish what you need to do.

Building your comprehensive financial plan

The creation of your plan, modelling various scenarios.

Implementing your plan

Time to put our recommendations into practice to bring your plan to life.

Monitoring and reviewing your plan

Circumstances inevitably change over time, so we will regularly review your plan to check it’s still on track.

There is no charge for an initial meeting as we see it as an investment in what we hope will be a long-term beneficial relationship.

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Graham communicates details of financial planning in a language I can understand and has helped me achieve my goal of feeling financially comfortable at my retirement. I have total confidence in his financial planning, he understands my attitude to risk and the planning and advice I have received has provided me with a financial future that I had hoped for but could never have achieved by myself.

NicolaSurrey
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Graham was a breath of fresh air. We have known a few 'financial advisers' but Graham's approach to first establishing our 'needs' rather than just selling us products has been a surprising and rewarding experience. We're glad to have found someone that we can place our trust in to help us to first establish and then realise our future goals. How much to invest in your future well-being can be a difficult question but, right from the start, Graham was very open and honest about the 'life time' service his Company can provide and the costs associated with it.

NeilEngineer, Surrey
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I was very impressed by [Graham’s] honesty, his desire to fully understand my personal objectives and views, and the quality of his advice and service to me. My circumstances were complicated and Graham clearly explained all aspects and covered any implications. In fact, due to his knowledge and involvement, my annual pension income is 18% more per year than it would otherwise have been.

PaulSurrey
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We have been able to understand easily what needs to be planned to ensure a comfortable and organised future. It does give us peace of mind, which we want as retirement approaches.

SueSurrey
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Graham has been advising our company for over 5 years now and we are really happy with the professional service he provides on corporate benefits schemes (pensions, insurances etc.). He is always one step ahead in advising us of future regulations that would affect us and making sure we are fully compliant, as a company.

MurtazaFinancial Controller, London
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Graham takes me through the significance of the investment decisions he is recommending in detail and fully explains the options. Most importantly, his advice is always sound.

AnthonyManaging Partner, London