Future Direction Programme ™: The Key Steps are:

Step Six: Ongoing Review & Maintenance:

We will mutually agree with you how often to meet to re-assess your financial plan. Typically, this will be either half yearly or yearly.

These meetings allow us to look over and re-appraise your financial plan and lifetime cash flow forecast, taking into account any changes in your financial situation and changes in your goals and aspirations.

We will provide you with a complete wealth valuation report, keeping you fully up to date with the progress you are making towards reaching your financial goals.

We will talk through and discuss with you any action that we believe to be appropriate to keep you on track