Our Financial Planning Process
Meet
A free, no obligation initial meeting where we get to know you and you get to know us. We’ll discuss your objectives, like when you’re looking to retire, set some priorities and gather the information required to start planning your future.
Planning your future
If you’re happy to proceed, we’ll get down to the nitty gritty of working out where to invest, what wrappers to use and putting together a roadmap so we know the journey ahead.
Presentation
Once we’ve got a plan together, we’ll meet again and go through in detail exactly what we’re proposing. If you’re not happy we can suggest changes and different options – the goal is that we agree your plan together.
Implementation
You’ve seen the plan, you’re happy to go forward, so now we’ll put everything in place so that we can begin your financial journey together.
Ongoing Support
We’ll keep an eye on your plan and meet with you every year to go through performance, whether any changes are needed, and whether your circumstances have changed. We can tweak the plan to suit you. During the year, if you’ve got questions, or feel like the plan isn’t working out, we’re always on hand to sit down with you and work things through. We’ll be right beside you throughout the journey, together.
Pension and Retirement Advice
At Purslow Jones, we help clients realise their pension options at every stage of their career journey. Whether you’re starting out in your career and looking to open your first pension or about to retire and are looking for guidance; our open and trusted approach lets us understand your retirement goals, create a plan for reaching them based on your attitude to risk and allows us to continuously monitor the performance of your investments.
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Investment Advice
Whether you’re looking to plan for the future, monitor your spending or to finally buy that campervan you’ve always wanted, we can provide you with the tools and strategies needed to get there.
Find out moreMortgages & Protection
Mortgages are one of the biggest financial commitments you’ll ever make. At Purslow Jones, we treat them as such. Working hand-in-hand with customers; we take an integrated and personable approach to helping you decide the best mortgage route.
Find out moreExperts in Tax Consultancy
Tax can be complex. Having both previously worked at HMRC, we have a unique and valuable understanding of tax planning
Knowing that no two clients are the same, we will take the time to understand your unique situation. Once we understand your situation, we will ensure you are maximising tax reliefs available to you
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