Making sure your needs are met into the future, we will contact you regularly to ensure we are on the same page.

  • is there are any changes in your personal circumstances we should be aware of?

  • to inform you of any changes in the financial markets.

  • to inform you of any government legislation and similar, which could impact your financial situation.

Setting up a financial plan is a great way to take control of your finances. It can help you determine what your financial goals are, find ways to reach them, and implement a strategy that works for you. But it’s only the first step.

A periodic review of your personal and financial goals is essential, to ensure the appropriate financial planning strategies are in place, and to inform you of any changes in the financial markets, government legislation and similar, which could impact your financial situation.  Failure to conduct an annual review, may result in your existing financial planning strategies not being relevant for your current needs and circumstances.

When should I update my financial adviser?

When key life events happen, such as retirement/redundancy, a birth/death in the family, or receipt of an inheritance, you don’t need to wait until your next review to come and see us. You can come and contact us to keep your financial plan up to date. We recommend keeping in touch with each other at least annually as many things can change.

Below are some possible outcomes outcomes from our ongoing partnership:

  • Accountability to the goals and timelines set to ensure you keep on track to have the greatest probability of achieving your goals

  • Review of your ‘financial plan’, encompassing all of your assets and entities, goals and objectives.

  • Have regular progress meetings throughout the year to ensure we are progressing to where we need to be.

  • Regular internal investment evaluation and assessment to ensure investments are in line with long term targets.

  • Open communication via email and phone.

  • General email updates on lifestyle issues, strategies and economic matters

  • Access to social media updates via Instagram and Facebook.

  • Regular newsletters to keep you up to date with the business and the financial world.