We want you to share your dreams with us. That’s always our starting point.
The more you share, the better – it gives us the chance to get to know you, and what makes you tick.
Then we start collating information. Everything you already have – pensions, mortgages, loans, shares and investments, savings, additional incomes, salaries – anything and everything money related.
We are also interested in your current lifestyle. How do you live right now – what is your regular expenditure? What are your non negotiables? What could you live without, and what would you prefer to live without?
Then it’s crunch time… for us. We pull together the figures, and run algorithms to see what state your finances are in currently, and where they are projected to be in the future.
We always take a prudent approach here – assuming low growth rates. We are the realists, we leave the dreaming to you!
Then it’s crunch time… for us. We pull together the figures, and run algorithms to see what state your finances are in currently, and where they are projected to be in the future.
We always take a prudent approach here – assuming low growth rates. We are the realists, we leave the dreaming to you!
When we present back to you, we talk about your options. It’s likely we will be making recommendations of what to do next.
That might look like changing your mortgage, or moving your investment funds, or reviewing your pension. We handle any of those services through our sister business – Copthorne Financial Services.
Your Will might need reviewing, and you may well want to set up Trusts to protect your loved ones and your assets. This would be handled through Copthorne Legal Services.
We work with you on a fee basis, having regular reviews with you, to monitor progress against your plan. And, of course, as your goals and ideas change. It is a continuing process, because everything will change over time.
So, if you want to change your one day to reality, maybe it’s time to call us on 01344 875 310.
Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?
Maybe you need some support with handling probate? Or you have a loved one faced with long term care?
We can help.
Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?
Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?
We can help.