Our focus is on lifestyle.

Your lifestyle.

Our goal is to create a clear and structured financial plan that will help you maintain your lifestyle. Not just for today, but into the future, so that when it comes to retirement, you’ll be in a position to enjoy the freedom from work, as you set about doing all the things you want to do, without fear of running out of money.

What’s your number?

To put it another way; how much money do you think you need in order to retire or semi-retire, and enjoy life without financial worry? Everyone’s number is different-depending on lifestyle, ambitions and life stage-but we think it’s important that you know your number. At Signature Financial, we’ll help you find that number and then create a bespoke financial plan to ensure you achieve it.

We know that no two clients are the same and that’s why we take time to get to know your plans and your desired outcomes.

Elevate programme

Creating your signature plan

Whether you’re looking for transformative change in the way you approach your finances, or help with planning for your retirement, our Elevate Programme will deliver clarity, direction and structure to your financial decisions.

Step 1

Explorer meeting

This is where we meet and find out whether there’s a fit between your needs and the financial planning services we offer. The cost of this initial consultation will be met by Signature Financial.

Step 2

Data gathering

The more we understand about your lifestyle goals and objectives, the better equipped we’ll be to design a plan that fits your life-stage and delivers the financial outcomes you want.

Step 3

Analysis

We map out where you are now, the steps you need to take, plus the income and expenditure required to achieve your lifestyle goals. At this stage we’ll also assess your attitude towards risk; essential when it comes to preparing your pension or investment portfolio..

Step 4

Your financial plan

Taking into account all the information you’ve provided us with, we’ll develop and present you with a bespoke financial plan–including recommendations and alternative options–tailored to your investment and/or retirement goals.

Step 5

Implementation

Once you’ve signed-off on your financial plan, we’ll move forward and implement the key recommendations therein.

Step 6

Monitor & review

Whether you want to discuss changes in your circumstances, or amends you’d like to make to your financial plan or investment portfolio, we’ll be here. A formal annual planning meeting is essential. However, we’re here anytime you need us along the way.