With you as the focus, we can ensure your family is protected if something happens to you and the money you save works as hard as it can for you, allowing you to retire when and how you want to. We offer an initial no obligation meeting. You can work out whether you like us and our approach and how best for you to move forward.
Our approach starts with you and the plans for your future. At our first meeting we will explain our full range of services in detail and set out some options for you. We will describe the next steps and our fees.
We'll ask you to consider, for example; where are you now, where do you want to be, when do you want to get there, how important is it to you, why is it important to you, what financial arrangements do you already have in place and how are these helping you now and towards your future?
Then we'll create your personal HJP financial plan. When you are ready, we’ll meet again.
We pride ourselves on blending a traditional personal service, whilst applying the very latest, tried and tested technology to develop your bespoke plan. The plan will answer three simple questions:
- Will you be alright?
- Can you afford to…?
- What happens if…?
If you’d like to know more please contact us here.