To improve the financial future and lives of our clients by listening to their goals and aspirations and providing the very best advice to get them where they want to be.
When seeking financial advice, it makes sense to choose a practice that you can trust to deliver the highest quality service and advice.
Our licensee has awarded us the Certified Quality Advice Practice accreditation, recognising that our practice operates within the standards that set an industry benchmark for high-quality financial advice. Importantly, this certification recognises that Financial Directions offers a 'complete financial planning service' with well-defined service expectations that you can access confidently.
What can I expect?
Identifying where you want to be -We help you identify your financial and lifestyle goals and explain the services we offer to help you achieve them. The type of advice you need could depend on your life stage, the amount of money you want to invest and the complexity of your affairs.
We will help you to identify the range of issues that need to be addressed to meet your goals. You can then decide whether you want our advice to meet a single need or a broad range of issues.
Considering opportunities and risks - Good personal advice starts with having an understanding of your current situation. We take a close look at your current financial situation – assets, debts, income, expenses and insurance, and explore the options you could use to reach your goals.
Bridging the gap - Based on the research we have conducted, we will recommend a strategy to bridge the gap between where you are now and where you want to be.
Bringing your plan to life - We work closely with you to implement your financial plan. We help you to complete any necessary paperwork and are available to attend meetings with your accountant, solicitor and general insurer so that your strategy is implemented efficiently.
Staying on track with regular ongoing advice - Time goes on and circumstances and needs change. The final step in our advice process ensures your financial plan remains on track, by providing you with regular ongoing advice.
Sometimes, life takes us in unplanned directions.
When you need a little extra help on top of our initial or ongoing advice, just ask us to provide you with some additional advice. We are there to help you – whatever the occasion.