Private Clients

Your Financial FocusTM

Your Financial Focus™ is our comprehensive offering for Private Clients, which addresses the eight key problems that in our experience are most commonly encountered by these individuals. However, it should be noted that all our solutions are modular and can be undertaken in isolation.

The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.

The problem:

Individuals often lack clarity about their overall financial situation.

The solution:

Your Personal OverviewTM

Is a concise document that is presented to our clients that includes a summary of their personal details, including income, expenditure, assets, liabilities, basic details of existing financial arrangements and details of any Wills and estate planning they may have in place.

The problem:

Individuals often have a lack of understanding of the financial arrangements they have in place.

The solution:

Your Financial Arrangements OverviewTM

Is a document presented to clients that includes full details and analysis of savings and investments, retirement arrangements, protection arrangements, properties, mortgages and any other assets.

The problem:

Individuals are sometimes unaware how to lead a well-balanced lifestyle to maximise today but also to provide for the future.

The solution:

Your Financial CompassTM

Is a step by step process that will help clients maximise the benefits of money management and have a better understanding of how to deal with money on a daily basis.

The problem:

Individuals often have insufficient understanding on how best to maximise and protect monies held in cash.

The solution:

Your Cash Management FocusTM

Is a step by step process that helps clients to maximise the monies held in cash. Providing confidence that they have deposited funds according to their needs, whilst protecting against any institutions failing.

The problem:

Individuals are often unaware of the financial impact of death, critical illness or long-term sickness.

The solution:

Your Protection FocusTM

Is a step by step process to help clients and their families ensure they can continue to live the life they lead in the event of an adverse change of health.

The problem:

Lack of clarity of feasible retirement dates and uncertainty surrounding the level of retirement income.

The solution:

Your Retirement FocusTM

Is a step by step process that helps clients and their partner or spouse ensure they have a sufficient retirement income at their ‘financial freedom’ age.

The problem:

Individuals often have unidentified savings needs and a lack of certainty that investments are working as effectively as possible.

The solution:

Your Investment FocusTM

Is a step by step process giving clients confidence that their investments are working as effectively as possible and in accordance with the level of risk they are prepared to take.

The problem:

Clients often lack confidence that borrowings are as cost-effective as possible and will be repaid in the most efficient timescale.

The solution:

Your Mortgage FocusTM

Is a step by step process to help ensure clients have the most competitive and appropriate mortgage(s) for their situation, whilst having complete clarity and comfort that their mortgage(s) will be repaid at the redemption date(s).

 

Some of our solutions are provided by our Strategic Business Partners - full details of which will be provided wherever relevant.

Your Financial FocusTM

Your Financial Focus™ is our comprehensive offering for Private Clients, which addresses the eight key problems that in our experience are most commonly encountered by these individuals. However, it should be noted that all our solutions are modular and can be undertaken in isolation.

What do our clients say?

  • We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.

    Mrs & Mrs H, Wallingford

  • From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.

    Mrs L, Southampton

  • You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times.

    Mrs K, Fareham.

  • We have used Jon’s financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience.

    Mrs S, Hampshire.

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