We are at our core an estate planning practice, ensuring that your will, trust, marriage and business contracts are part of a coherent overall estate strategy.
Financial items such as investments and insurance must then be appropriately structured within that strategy and optimal in their own right.
WE FOCUS ON WHAT COUNTS:
- The most valuable advice is given from an objective viewpoint. Full independence from all product providers is crucial.
- In a tough economy it’s worth analysing costs closely. We ensure you understand all your financial fees.
- Clients are put off by overly complex products and explanations – we keep it clear and concise.
- We stay in touch. We review annually but are available to discuss all client items at any point as required.
THE CONSEQUENCE PROCESS
Nothing financial can be analysed in isolation. Each element must form part of an overall structure and plan. The process begins at the first meeting as we record client data.
Our estate report seeks to then represent back to the client certain key items such as estate duty and capital gains tax payable on death. Recommendations are then made to protect and improve the estate position. The same must apply to all financial planning items such as investments and insurance.
Those recommendations are monitored and a full client review is scheduled annually to update. Our focus is on sensible and ongoing advice.
Put simply; the consequences of decisions made today will unfold over a lifetime based on the sound principles applied at their inception.
TO BEGIN THE PROCESS, CONTACT US FOR AN INTRODUCTORY MEETING WITH NO FEES OR EXPECTATIONS ATTACHED.