IAN

A simple but effective approach:

I stands for Ideal – what is your ideal financial / lifestyle situation?

A stands for Actual – what your financial / lifestyle situation is now.

N stands for Need – what do you need to get from A to I.

Obviously, we go deeper (via the ‘Kinder’ questions) but IAN works in establishing the best way forward for you.

We utilise this information in designing and implementing a unique financial plan – bespoke to you and your personal circumstances.