Working with you to create a comprehensive, well-researched financial plan is the first step towards helping you realise your goals.

Although each of our clients has a unique set of objectives our financial planning process always builds around the same four core questions:

• Where are you now?
• Where do you want to be?
• Which is the best way of getting there?
• What could stop you getting there?

By adopting this structured approach, together we can develop an holistic plan that will help you focus on building for the future, secure in the knowledge that if things take an unexpected turn you and your family or your business are protected.

The following pages give you more detail on how we go about this process

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Chadwicks Limited is an appointed representative of Sesame Limited which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150427.