We provide a bespoke service, working in partnership to enable you to have the best chance of achieving your goals.
We will create your unique Financial Plan which will act as a working document reflecting the essence of what is truly important to you. This will effectively act as our mutual guide upon which all future financial decisions are based, so our attention to your detail is vital.
We will implement the Plan and agree how best to review progress. Our initial process typically takes 3 years to fully craft, implement, review and imbed your Plan.
We will work with your other advisers and perhaps other experts to ensure that any actions taken take full account of your long-term aims, rather than purely seeking short-term advantage which may run counter-productive to your real goals.
We will provide you with the necessary support to make difficult decisions and will not avoid providing you with an accurate evaluation.
We call this DomTom
What is DomTom?
We have a unique system, which we call the DomTom system, (it’s a little tongue in cheek)! Our approach does to financial planning services what SatNav did to maps and it is nothing short of revolutionary. Our approach connects your values and motivations to identify the route to reach your desired outcome, which for most people is a specific lifestyle. The best SatNav systems update regularly, helping you to avoid congestion and recalculate the route based on the latest information.
Your Financial Plan needs to adapt its approach as circumstances alter, but if done properly, the principles behind your plan will not alter, because they reflect your personal values.
A great financial plan is a “living” document, something that requires updating and monitoring. It is true to say that “life is a journey” but we believe you need to know where you want to go and how best to get there.
You can select the speed and whether you take the scenic or quick route, our job is also to monitor what lies ahead. Our approach provides you with the truth about your financial position.
We believe that you can only make two mistakes along the road to truth, not going all the way, and not starting.