Financial planning

Our first priority is to get to know you and understand what is important to you.

We’ll ask about your family, your career or business, your interests and aspirations and your financial planning journey so far. We need to know what keeps you awake at night but also what gets you out of bed in the morning!

Then we’ll review where you are now and where you are heading.

To do this we’ll build an interactive lifetime cashflow model – your AIMS model – which gives you a visual representation of your world and helps you make informed decisions about the life you live, now and in the future.

The financial planning process in three simple steps

Understand

  • Your goals, aspirations and what matters to you
  • Your current financial position
  • Your family circumstances
  • Your business

Plan

  • Evaluate your current financial position and help you make decisions with confidence
  • Map out a plan to help you achieve your goals and implement that plan

Review

  • Monitor progress
  • Regularly review and adjust as required
  • Keep you on track and one step ahead

Every successful financial plan is underpinned by a solid investment strategy. You can’t have one without the other but all too often investment takes the lead and planning is an afterthought.

Not at FPC. We offer a plan not simply a portfolio and tie the two together.

Meet our clients

Carolyn & Simon

Carolyn & Simon

on planning for the future
Mark & Gemma

Mark & Gemma

on financial freedom
Steve & Chris

Steve & Chris

on taking time out
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Invest with confidence

We recognise that investors with similar risk profiles may have very different objectives, tax positions and personal circumstances so we adopt a bespoke approach in each case. There are no ‘off the shelf’ solutions.

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