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Our simple, 3-step process:
1. Focus
We listen to your problems and what you want to get out of life to make sure we fully understand what makes you tick.
2. Fix
We unravel all of the complex financial settlements, pensions and figures to build you a robust financial masterplan that maps out your life and the things you want to achieve.
3. Follow - Vitae Refresh
We catch-up with you regularly to make sure the plan is working for you and also hold you accountable to things you said you would do. Plus, we’ll be on hand around the clock so you feel fully supported.
The six Live Vitae stages:
1. Discovery Meeting
We meet you and discover what makes you tick.
We don't start with your finances, instead we ask you questions about yourself, your family and what you want from life.
What we will do:
Stress-testing
We stress test your current situation in lots of different scenarios to make sure that it works for you in all possible situations.
Life Planning
We visualise your financial future and what we can do today to help you get to where you want.
Hold you accountable
We take your life goals seriously and will hold you to them when you say you’re going to do something. This is because we care!
What we won't do:
Use complex terminology
There is a lot of confusion going round at the moment, you certainly don’t need any more. It’s our job to make life simpler for you.
Do the work and run
We will not simply help you out and then leave you to it. We will provide you with constant telephone and email support throughout our relationship.
Shoehorn you into a product
Products (pensions, investments, etc.) are just tools to help you get to where you want. That’s why we look at these at the very end, and only once we’re sure that you absolutely need them and they are right for you.
Chat with us:
Hi, I'm Louise.
I am a Chartered Financial Planner with nearly twenty years of experience in financial planning.
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I specialise in helping people going through big changes in life, just like you.
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