Keri has the ability to combine professionalism with kindness and it was these qualities that came to the fore when my husband suddenly passed away and we were catapulted into a situation with the Trustees of his estate which nobody could have foreseen.
Much of the work we will do with you involves going through tried and tested processes. These are important, because they ensure that we don’t miss anything and that our advice is tailored especially for you.
By working through this process, we can be sure that we’ve got a thorough understanding of where you are trying to get to and how we think that will be best achieved. You can then choose whether to proceed to the next stage of Financial Planning where we make specific recommendations relating to your objectives.
These may be investment-led, relate directly to managing an Inheritance Tax liability or may involve helping you to decide the most effective way of funding your lifestyle in retirement.
We meet with you, at an Annual Planning Meeting, to reassess your position and goals, review and update the Lifetime Cashflow and our recommendations, and ensure the plan remains on track.