What does it do?
It aligns your personal goals to the financial resources you need to fund all the things that are really important to you. It also highlights the risks that could knock you off balance.
Who’s it for?
Business people and senior executives who want to target a successful financial future; but who don’t have the time, inclination or expertise to do it themselves.
How does it work?
Through many years of experience advising professionals and senior executives we have developed a consultation process that gives maximum impact with the minimum of time and effort on your part.
What’s the result?
You will have a clear understanding of your financial goals, an assessment of where you are on your path to achieving them and a clear plan to get you there. We take care of implementing the plan for you, whilst regular progress meetings will give you the best possible chance of achieving all that is important to you.
What does it cost?
Our fees are straightforward, transparent and competitive. The initial meeting where we get to know each other will be at our expense. Thereafter, usually at a second meeting, our reporting process will identify potential enhancements to your financial position. Only at this point and when you are satisfied that we can help, do we agree our fee and review structure. Any next steps will be fully explained before any chargeable work is carried out.
We create a striking visual representation of your financial future so you can work from a position of strength. From this clear picture we work with you to achieve your identified objectives using the best investment methodology for you.
Rob Johnson,Head of Executive Partnership Programme