An Introduction

MyPLAN is our four step financial planning process which most new clients follow. It is a holistic process that sees the arranging of a financial product such as an insurance policy or investment as the last step, rather than the main point of the exercise.

We believe that money should serve your lifestyle and should never be an end in itself. The MyPLAN process is designed to make sure that we are able to help you organise your financial lives around your goals and aspirations as well as your immediate needs.

There are four steps, and each has various component parts which enables us to tailor the process to suit your individual circumstances. Click on the title of each stage below to find out more.

1. MyPLAN Brief - The initial fact-gathering stage which can include risk profiling, budget analysis and obtaining a thorough understanding of your current financial situation

2. MyPLAN Design - This is the financial planning exercise which will culminate with the production of a written financial plan

3. MyPLAN Build - This stage is the implementation of agreed recommendations

4. MyPLAN Maintained - This is the vital ongoing reviewing process which is essential to ensure that your financial plan, once implemented, stays on track