Your First Meeting
What you can expect from our first meeting.
Our Process
Your finances can be very personal to you so, when you first meet with one of our advisers, we make sure it’s in a comfortable environment where you can feel at ease. All of our experienced advisers are used to discussing financial matters in a sensitive and confidential manner
What to expect
Your first meeting is a chance for you to have a comprehensive discussion with a professional about every aspect of your financial circumstances, needs and hopes for the future.
This first discussion is free of charge, so that you can decide the way forward.
Step 1
To start off, we will invite you to talk us through your current situation, your desired goals and your objectives. The more we know about you, the better we can assess how to support you to achieve your aims, within your required timeframe.
Step 2
We evaluate your finances to determine if you are on target to achieve your outcomes. This will include your retirement planning, investments, financial protection and intergenerational estate planning.
Step 3
Our cash-flow modelling service allows us to illustrate how various choices will affect your future financial position. We will show you when you can afford to retire and how much wealth you can pass on to your loved ones.
Step 4
We will present you with a detailed report of our findings. This will help us to advise you on how to arrange your existing finances, as well as giving you our recommendations to help you achieve your aspirations. It is our commitment to you to formulate a plan and support you along your financial journey, to help you achieve the financial lifestyle you desire.
Our Advice
Our advice is constructed by thorough analysis and financial modelling to ensure we reach the most suitable decisions together in managing your wealth
Our Approach
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About
Radcliffe & Co is proud to have helped individuals, families and businesses make confident financial decisions for over six decades.
Contact
Straightforward, financial advice. No obligation. Tailored solutions.
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Our values
Services
Financial planning. For every life stage. For every business.
Who we work with
Expert advice. For every life stage. For every business journey.