Our approach starts with you and the plans for your future. At our first meeting we will explain our full range of services in detail and set out some options for you. We will describe the next steps and our fees.
We'll ask you to consider, for example; where are you now, where do you want to be, when do you want to get there, how important is it to you, why is it important to you, what financial arrangements do you already have in place and how are these helping you now and towards your future?
Then we'll create your personal HJP financial plan. When you are ready, we’ll meet again.
We pride ourselves on blending a traditional personal service, whilst applying the very latest, tried and tested technology to develop your bespoke plan. The plan will answer three simple questions:
If you’d like to know more please contact us.
We have also produced a video to give you an idea on what you can expect when working with HJP. This includes some of our clients explaining when & why you should seek financial advice, and why they would recommend us to family and friends.
Adobe Acrobat format, 125.97 KB