Lockhart Grey Financial Planning Ltd

At Lockhart Grey Financial Planning Ltd we have created six basic steps that we will use to help take an overview of your financial situation. From here we are able to help you work out :

•    Your existing financial position
•    Where you want to be in the future
•    How we can help you achieve those ambitions

Step 1: The Basics: Getting to know each other
We’ll explain who we are, what we do, how we do it and the cost to you.

Step 2: Where are you now and where you want to be
We work with you to gain an understanding of your current situation and any future ambitions and aspirations you have.

Step 3: Analysing your needs
We analyse gaps between where you are and where you want to be and explore with you how best you can achieve your retirement objectives.

Step 4: How we can help you achieve your ambitions
After the discussions we will undertake a detailed analysis of the marketplace in order to identify and recommend the most appropriate solution to suit your individual needs for your consideration.

Step 5: Your options
We will help you to understand the options you have and the choices you may need to make. Remember, any recommendations we make are just that. Recommendations. Ultimately, you are the one person who makes any final decision for your future financial well being.

Step 6: Ongoing support and advice
We will help you progress towards your goals. If you appoint us to manage the process for you, we will report to you on a periodic basis to review your situation, update your financial plan and adjust our recommendations, if needed, as your life changes. You can also contact us at any time should your circumstances change or if you wish to seek additional advice and guidance.

•    How we work
•    Next steps
•    Equity Release
•    Complaints procedure