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Our process has been designed to help you live your dreams
Our Process:
1. Discovery
During a discovery meeting we find out about you and your family, where you are now and the journey you’ve been on to bring you to where you are.
2. Goals
Next, we talk about where you would like to be in the future and the things you dream of doing, both now and in retirement.
3. Analysis & Research
Here we collect all information about your lifestyle, inclusive of a detailed breakdown of your income, expenditure and any current financial plans you may already have in place.
4. Create Your Plan
After analysing this information we then create a bespoke financial plan. We then present this plan to you to show you how it will help meet your current and future needs, and give you the freedom to live the life you dream of.
5. Implement
After discussing your bespoke financial plan and agreeing the way forward, we then implement upon your behalf and start moving you closer to your chosen lifestyle.
6. Monitor & Review
Once your plan is in place, through regular reviews and previews, we keep on top of your life changes and constantly monitor the plan to ensure it still remains suitable and enables you to move towards achieving your goals.
What we will do:
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Listen to you, and understand exactly where you are now, and where you want to be in the future.
Come up with a financial plan that enables you to live your dream life without fear & worries about money.
Have a regular meetings to ensure the ship is still on course, adapting to any transitional periods and or changes that may occur in your life to ensure your plan is still achievable.
What we won't do:
Ignore you and focus on selling you products that don't help you achieve your dreams.
Advise you to invest in non-regulated products or tax schemes.
Leave you to it and only get in touch once every 3 years.
Contact us:
Hi, I'm Tommie Hoban
After spending 10 years as a professional footballer, I retired from the game and began my journey towards being a financial planner.
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The only reason I was able to do this was down to the expert financial planning I received throughout my life along with some of the crucial decisions that were made early on.
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Get in touch today for a free, no obligation consultation and we can start building your future now.
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