How We Help
Committed to supporting long-term financial well-being with clear guidance, tailored strategies, and a partnership built on trust.
What Sets Us Apart
All About Us
But first, what is Financial Planning?
In its simplest form financial planning is the process of identifying financial goals, assessing your current financial situation, and then creating a roadmap to help you achieve those goals, ie closing the gap between your current and desired financial life. At a deeper level it involves analysing your income and expenditure alongside your assets and liabilities to develop strategies for saving, investing, and managing your money effectively.
How we deliver Financial planning at Access Wealth
Our approach offers a complete framework, delivered through three core pillars: your financial roadmap, your investment strategy and the ongoing supervision via personal check-ins.
At each stage, we’ll give you the confidence, clarity and control you need to attain your goals.
Our Process
3. Decisions & Delivery - Bringing your financial plan to life.
Your plan in Step 2 presents your current vs desired financial life.
Bridging the gap may have few or many steps.
We will interpret it to develop a clear, prioritised action plan with you.
All key topics are explained and illustrated to explain concepts with illustrated, actionable steps.
Once you receive your financial plan, you have options. You can take action on each item, or we can take a phased approach to implementation, starting with your most important things first.
4. Review - Keeping you on track.
“Plans are worthless, but planning is everything.”
- Dwight D. Eisenhower
Life is unpredictable and the one certainty we can be sure of is that assumptions and projections made in the plan will turn out different in real life than on paper.
When you work with us, we will arrange periodic reviews, ensuring your plan stays in sync with your evolving situation and goals. Changes in your personal circumstances, taxation, or legislation, will be reflected in our planning. Your financial well-being is our priority, and we’re committed to keeping your plan up-to-date and relevant.
Client Stories
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Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Year: 2035
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Industry: Finance
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Client: Name
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Year: 2035
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Industry: Finance
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Client: Name
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Year: 2035
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
Industry: Finance
Explain what makes the business unique. Identify the qualities that set it apart from its competitors and describe them, staying true to the brand's authentic voice. Add engaging details to catch readers' interest and hold their attention.
1. Discovery - Getting to know you.
The journey starts with an introductory conversation where we explore your aspirations, current situation, or the financial issue that is worrying you at the moment.
This complimentary discussion allows us to understand you better and explain how we can add value while addressing any queries you may have about the planning process.
At this stage when the scope and complexity of your situation is known we will outline our fee schedule, allowing you to consider prior to moving to the next stage.
2. Discuss & Design - Your financial plan.
When you work with us, we start by gathering information about your current financial situation. We analyse the details of your current financial life including all pension, investment and life assurance arrangements, including any employment related benefits you may have.
This all results in a visual presentation of your current financial picture with a direct comparison to your stated, desired financial future.