01.
Life Planning.
We’ll start by establishing where you are in your life right now, what works for you – and what doesn’t. Then we’ll go about imagining how you’d like your life to change and, together, condense your aspirations into clearly defined goals.
02.
Financial Planning.
Aaron will then ask you about your finances – your income, expenditure and any existing products or financial arrangements you have. We’ll then run this information through sophisticated cashflow planning technology (see video below for more information on what cashflow planning is) and undertake analysis and research into possible alternatives so that your money is positioned in the best possible way to achieve your goals.
03.
Financial Advice.
As Aaron is a Chartered Financial Planner registered with the Financial Conduct Authority, he is able to make recommendations to you about financial products, investments and services that can support you in achieving your goals. Every recommendation will be entirely tailored to your specific financial circumstances and lifestyle aspirations – something that’s possible because of the previous two stages.