• Tel: 01473 231644
  • Fax: 01473 213111
  • Electric House, Lloyds Avenue, Ipswich, Suffolk
  • IP1 3HT

Financial Planning

Detailed flexible planning to fit with your business and personal ambitions, balanced with your level of need for peace of mind.

The Process

Contact

We prefer to meet you at our Ipswich office because we have all our systems and support tools to hand.

Alternatively, we can come to you. All conversations, information and papers are held in the strictest confidence.

Assembly

After a full and free discussion, if you wish to proceed we will copy necessary documents and gather material and notes to verify, assess and develop a unique, holistic profile and objective financial programme tailored specifically to your needs.

The whole picture

This evaluation may deal with net worth, retirement funding, estate and property portfolios, family insurances, debts, savings, investments, liabilities, gifts, business holdings, school fee commitments, trusts, multiple ownership factors, overseas capital …the list is as complex, diverse and individual as you are.

Strategy and advice

We meet again, talk you through our findings and make sure you are clear about any aspects of finance you may be unfamiliar with which would be of advantage to you. You may be satisfied at this point or we may need to fine tune certain aspects further.

Implementation

Give us the go ahead and we can put your plan into action.

Ongoing support and advice

Once your plan is activated we can monitor and regularly update you on progress, returns and fluctuations.

We have 24/7 access online via our highly secure software systems and database platform.

What it costs

Initial meeting - at our expense

Information collection, collation and analysis and report - one off payment. Varies by client.  We will agree with you at the  initial meeting.

Implementation - One off payment.  Minimum £nil

Ongoing support - fee, either charged to your portfolio or paid by standing order. Minimum £Nil

Get in touch

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