"When we were first introduced to David, the business and directors had no focused financial strategy. Thanks to him we now have a clear direction with regards to succession, pensions, financial planning and investment. I would have no hesitation in recommending Futurity Partnership LLP."
- Sony Centre Edinburgh
Financial Planning
First appointment
Upon appointment our first step will be to start to prepare a financial plan tailored to your particular requirements and situation.
Setting goals
We will spend some time talking with you to identify your goals over the short, medium and long term. After that we will find out details about your specific circumstances, and build up a comprehensive picture of your situation which we can then analyse.
Action plan
This leads on to the formation of an action plan on how you can best reach your stated goals. Our report will explain the approach we have taken and why.
The next stage is to implement that plan step by step, and we will give guidance on the most suitable way to go about this, which can include recommending products available on the market at the current time.
Regular reviews
Progress needs to be revised at regular intervals which we will agree with you, and adjustments made as necessary, depending on changes in circumstances or your initial goals.