Our unique process has three distinct stages that enable you to progress and work with us at your pace and clear that at each stage you will know what to expect, what the costs are and our commitment to you.

The process is designed to enable you to effectively remove your financial worries and concerns and ensure that your assets and estate are managed and protected exactly as you wished.

The process revolves around the creation of your own bespoke “Wealth Management Plan” that will take you to where you want to be in the future. We’ll analyse and review your investments and plan how best to protect your estate from Inheritance Tax and Long Term Care seizure, how to develop your investment and assets to reduce income and capital gains tax, increase returns and reduce the levels of risk in your investments. You Wealth Management plan can cover just the estate planning and inheritance tax planning areas, just your investments or both.

When you receive your plan you’ll have all the information you need to implement the plan, with details such as clauses to be added to Wills, trusts to be set up (and how), where the law comes into play, danger areas, guaranteed areas and the list goes on. It will be your map to financial security and peace of mind.

If you decide you would like us to implement your plan for you, we’ll invite you in for another meeting to meet the expert who’ll be looking after you and managing your financial strategy. We will then do all the things recommended in the plan – and we mean EVERYTHING. For example, we will set up trusts, switch your investments, open accounts, register with the revenue, make changes at the land registry, implement leases, set up pension arrangements, draft new wills, set up powers of attorney…the list goes on.

The process is detailed here for your information.

Click Here to Download a PDF of the Process [PDF]