Our Financialsense® Discovery Programme
We work with clients for whom we can offer significant value often beyond financial.
The Financialsense® Discovery Programme is how we begin the getting to know you process. It is about understanding you, your family, your hopes and your dreams. This culminates in financial plan which addresses your immediate advice needs and designs a strategy to achieve your objectives through the smart management of your money.
One of the biggest problems many struggle to overcome is having the time, capability and motivation to get to grips with their financial affairs.
The Financialsense® Discovery Programme allows us to get to know you first and foremost, and to thoroughly understand your financial matters. It will also provide you with some quality ‘timeout’ within a relaxed, structured and supportive environment and answer life’s big questions, like:
- What do I want to do with what time I have left on this planet?
- What is really important to me, what are my priorities?
- How much will this lifestyle cost and how can I ensure that I have enough to live the life I want to live, but not die with too much?
- What do I need to do to ensure that my family is financially secure, whatever happens?
- What help can I afford to provide to my family, and pass wealth to the next generation?
We’ll develop a life plan which identifies your values, goals and objectives. You’ll be provided with a written financial plan detailing the strategy needed to live this life. Our team will conduct a comprehensive review of your existing investments, pensions, protection, tax and estate planning strategies, considering issues and opportunities.
Your expert team will be there to improve your financial performance – saving you money and making you money. We work together across all areas, including mitigating tax and multi-generational planning, and, subsequently, one of our ongoing services will provide you with advice and care.
We’ll work with you to ensure your plan remains on track and your affairs are organised, saving you time. Wealth management recommendations and solutions that align the management of your money with your goals will follow.
That’s how it works. What I can’t describe – what you may not fully understand until you experience it – is the tremendous weight of concern that will be lifted when you know you have a first-rate plan in place. No one can relieve you of the responsibility for your family’s financial success, but a plan – supported by your own dedicated planning team focused on your financial success – can take away so much of the anxiety and worry involved.
Nicholas Platt, Managing Director
Our exclusive Businesssense® community is open to clients and gives business owners the opportunity to network in a trusted environment with likeminded individuals.
Based on Nobel Prize winning theory, Portfoliosense® is our preferred investment strategy and is an evidence-based, low-cost, scientific approach to managing money.
If I was to have planned what I would want from a service, Nick and his team have ticked every box.
Douglas Cave, Business Owner