Step 2 - The discovery process

At this stage we gather all your relevant financial information to create a clear plan of your current position and will include:-

• Completion of a comprehensive fact finding document, detailing your current assets, income and expenditure
• From this information we will create a lifelong cashflow, which will show just how long your money will last, based on agreed assumptions

We then move on to step 3, the Future Strategy and Implementation of your financial plan.