Who are we?
We strongly believe that financial planning is about helping you navigate your financial journey, mapping out the pathway to reaching your objectives with regular monitoring of your circumstances to make sure you are on track to the lifestyle you want to achieve.
This ethos involves us having a close and continuous relationship with clients to manage their everchanging needs and future plans, our focus is very much on our ongoing service to you, we are not salesmen whom you will never hear from again.
Meet the team.
Gary Partridge
& Managing Director
Steve Walker
David Dee
Sarah Partridge
Our experienced team will explore your personal and financial circumstances with you in order to understand as far as possible your motivations, attitudes and values to see how they connect with your longer-term goals so that we can construct a personal financial plan to enable you to achieve them.
Over the coming years we will then meet frequently to fine tune the strategy, making adjustments as your circumstances alter so that you always have a realistic sight of your financial future and have confidence that your financial plan is always structured to meet your best interests.
Our Process.
Our advice process is very much centred around your individual circumstances so that the ultimate result is tailored specifically to you. This begins with a comprehensive factfinding exercise and some thorough conversations to establish exactly where you want to get to and the parameters to be applied along that journey.
We will clarify your investment experience and knowledge as well as your growth expectations, your attitude to risk, and your capacity to take the required level of risk to meet these expectations.
1. Fact-finding
We begin with a comprehensive fact-finding exercise.
2. Life goals
Once we have established your life goals, we can begin to select appropriate financial products.
3. Experience & knowledge
We will clarify your investment experience and knowledge.
4. Routine monitoring
Through our regular reviews we will ensure the continued suitability of the products in your portfolio.
Once we have established your life goals, we can begin to select appropriate financial products and tax wrappers to facilitate them. We will construct an investment strategy with a diversified portfolio to meet your risk appetite and to provide the maximum opportunity for investment growth without exceeding your ideal risk exposure.
With routine monitoring of your changing requirements and circumstances and employing cash flow modelling techniques, through our regular reviews we will ensure the continued suitability of the products in your portfolio but more importantly maintain the focus of your financial plan on achieving your ultimate aims.
