A little introduction to our

Bloodline Planning Process

Bloodline planning is a very personal matter. No two people have identical circumstances, ambitions and needs. What’s more, needs often change over time and everyone’s financial situation is different. The plan we produce for you is also unique and individually tailored to suit your particular needs.

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Our planning process is summarised in the following stages:

Stage 1

Identify your needs

As a first step, we will arrange an introductory meeting. This meeting is at our expense – note that our time and our meetings have real value. We will explain fully how the service works, discuss your primary planning needs and objectives and then answer your initial questions. By hearing how we work with our clients, you’ll have the opportunity to make sure that our service will be of value to you. If we like each other, this is an opportunity to discuss how we can work together.

Stage 2

Gather information

If we agree to work together, we will go into much greater detail with you, looking at your objectives and developing them into well defined goals. At the same time we will gather detailed financial information to give you a comprehensive picture of your finances.

Stage 3

Identify your risk profile

If you need regulated financial services advice we will refer you to our sister company PP Wealth Ltd.  One key element in the financial planning process is to identify your comfort level when we talk about investment risk. PP Wealth will ask you to complete a scientifically developed questionnaire to help create your investment risk profile. They will then discuss the outcome with you to ensure you are confident it reflects your real views.

Stage 4

Prepare an analysis

Once these details have been agreed with you, the information is used to complete a personal bloodline protection plan. This includes a complex analysis of your current position, and looks to identify any areas where it is felt your existing financial arrangements could be more effective, or where you have no plans in place, to achieve your stated objectives.

Stage 5

Develop a plan of action

Now, with a full understanding of your circumstances and priorities, we construct your bespoke Bloodline Estate Plan. This report sets out specific and realistic recommendations designed to achieve your stated objectives, both in the short and longer term.

Stage 6

Implement your plan

We will then present you with your own personalised Bloodline Estate Plan. At this meeting each recommendation will be carefully explained and all your questions answered. It is, of course, your decision whether to implement those strategies in full, or in part. Attainment of your goals, whether it be some or all of the recommendations will only arise from positive action and your own desire to make this happen.

Stage 7

Monitor your progress

As a client of ours, your plan is regularly reviewed. We make sure that your planning is working towards achieving its objectives. Each review also takes account of any changes in your personal circumstances and relevant legislation.