Now it’s time to make it all happen, to press the launch button. Although frankly, it’s not quite as exciting as that.
Implementing a financial plan always involves a lot of paperwork, legwork, and admin, and you’ll probably be glad not to have to shoulder that burden.
Following previous discussions, there may have been changes to our original proposals, and these will naturally have to be incorporated into the final plan in its execution.
The detailed examination of the plan at the earlier stage means you will have a good understanding of what’s going on and that you’ll be entirely comfortable with what is implemented.
We make sure your finances are in order and set up any new investments or other financial products we have agreed are required.
At this stage of the process we take account of the tax implications of your plan because ignoring such issues can have serious implications for your wealth down the line.
You can now view your financial future as something you understand and are in control of, which is a very nice feeling indeed.