Yorkshire Dales
A specialist service
Your client journey with us
Discovery meeting
At a location of your choice, two weeks after you first make contact with us
At the Discovery, we’ll help you identify your aims and goals – and encourage you to dream a little. Gaining an understanding of your current financial situation and how you would like to live life in the future is the starting point to creating an effective plan. This is a no obligation, three-hour meeting with both you and your life partner (should you have one).
Provided we believe we can make a significant difference to your future, we will offer to create an all-encompassing Financial Life Plan report.
Gathering information
Two to six weeks after you first make contact with us
We’ll assist you with gathering every insurance policy or investment you hold – we’ll even contact your providers directly to critique each plan, if necessary. We’ll then assess its relevance to your aims and goals and ensure that we truly understand your willingness and ability to tolerate risk through the use of psychometric profiling. We take this process seriously – it’s crucial to your financial future.
Financial Life Plan meeting
At our office, eight weeks after you first make contact with us
We’ll present your Financial Life Plan report: a complete diagnostic of your current financial situation and our recommendations for how we will help you reach your aims and goals in the future. It will include a lifetime cash flow profile that provides a visual illustration of your income and outgoings from the present day until your 100th birthday.
Implementation meeting
At a location of your choice, ten weeks after you first make contact with us
Having worked out and agreed the best strategy to achieve your aims and goals, we then help you implement your plan. This involves signing documents to get investments bought, sold or transferred, completing applications forms where required and liaising with your accountant or solicitor to co-ordinate a successful strategy.
Regular review
At a location of your choice, frequency to be agreed – online meetings are most popular
These meetings, scheduled at intervals convenient to you, will provide us with an opportunity to review any major changes in your personal or financial situation and determine if these changes necessitate adjustments to your investment plan. We will also review your overall progress towards your long-term financial goals.
Unrivalled specialist knowledge since 1996
The top four ways we help
Business Owners:
1. Bringing focus and strategy that helps guide your future
2. Helping to coordinate all of your professional advisers in delivering your aims and goals
3. Becoming more tax efficient in both your business and your private life
4. Maximising the value of your business should you wish to sell it
The top four ways we help
Principal Dentists:
1. Maximising the value of your practice
2. Improving your profits by pricing review advice
3. Advising you on when you can afford to comfortably retire
4. Growing and preserving your wealth
The top four ways we help
Private Clients:
1. Wealth preservation
2. Sustainable rising income
3. Investment growth
4. Taking care of the next generation by projecting your wealth to look after; you, your family both now and in the future without any concerns or worries
