Financial planning

The professional support you require to achieve your goals.

How we work with you

Our service always starts with an initial meeting, at no cost or obligation to you. Following this, here’s what you can expect.

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Discovery

We begin by gathering all your relevant personal and financial information, and by setting your goals and objectives for the future. This is done via a face to face meeting.

Analysis

Alongside your objectives, we will then analyse your current financial position, liaising with your existing product providers on your behalf and determining where we can make improvements.

Plan

Your tailored financial plan will then be developed and investment recommendations made. We then present them to you in full confirming the services offered and the cost of those services.

Implementation

If you’re happy to proceed, we will implement your plan, using all of our knowledge and expertise to ensure it achieves your desired outcomes.

Monitoring

Your plan is regularly reviewed to ensure it adapts to changing circumstances. We will also provide ongoing investment management and reviews.

Our Awards and accreditations

Canterbury & Central Postal Address:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Horsham Address:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
London Address:
2 White Lion Court
London
EC3V 3NP
Registered Office Address:
Craven Street Wealth
3rd Floor
3 Gough Square
London
EC4A 3DE

Contact us

Get in touch today to discover how we may be able to assist you.