Call 01702 335511   Email enquiries@strategicifa.co.uk

How We Work

A personalised approach to financial planning

At Strategic Financial Planning, we believe financial planning is about giving you clarity, confidence, and control over your future. That’s why we take a structured yet flexible approach, ensuring that our advice is tailored to your unique situation, aspirations, and values.

Whether you’re planning for retirement, investing for the future, or protecting your family and their wealth, our process is designed to help you make informed decisions and create financial security that supports the life you want to live.

Our five-step approach

1. Understanding you and your goals

Every great financial plan starts with a conversation. We take the time to get to know you; your ambitions, concerns, and what truly matters to you. Whether you want to retire early, grow your investments, or protect your legacy, our first step is to listen and understand your priorities.

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What this means for you:

  • A relaxed, no-obligation conversation about your goals.
  • A chance to discuss your current financial position.
  • Clarity on how we can help.

2. Gathering the details

Once we understand your vision, we gather all relevant financial information. This includes reviewing your income, expenses, assets, investments, pensions, and liabilities to build a complete picture of your financial health.

What this means for you:

  • A clear overview of your current financial position.
  • Identifying gaps, opportunities, and potential risks.
  • A strong foundation for building a personalised plan.

3. Creating your financial plan

Using our expert knowledge and financial modelling tools, we develop a clear, personalised plan that aligns with your goals and aspirations. This plan provides a detailed snapshot of your current financial position and lays out practical, step-by-step actions to help you move forward with confidence.

What this means for you:

  • A tailored financial roadmap designed around your life goals.
  • Clear, actionable recommendations to maximise opportunities and address any gaps.
  • The ability to make informed decisions with confidence about your future.

4. Implementing your strategy

Once you’re happy with your plan, we take care of all the details; setting up investments, optimising pensions, or putting financial protection in place. We handle all the paperwork, making the process smooth and stress-free.

What this means for you:

  • A seamless, hassle-free experience.
  • Expert guidance through every step.
  • Full transparency on fees, recommendations, and next steps.

5. Ongoing support and regular reviews

Financial planning isn’t a one-time event; it’s an ongoing process. As your life and circumstances change, so should your financial strategy. We provide regular reviews to ensure your plan stays on track and continues to meet your evolving needs.

What this means for you:

  • A long-term partnership with expert financial guidance.
  • Regular check-ins to keep your finances optimised.
  • The ability to adjust and adapt as life changes.
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Why work with us?

A strategic approach to managing your wealth allows you to:

  • Independent, unbiased advice

    We’re not tied to any providers, so our advice is always based on what’s best for you.

  • A highly qualified team

    Led by Oliver Moore, a Chartered and Certified Financial Planner with over 30 years of experience.

  • A client-first approach

    We build long-term relationships based on trust, integrity, and personalised service.

  • Clear, jargon-free guidance

    We make complex financial matters easy to understand.

  • A strategy built for you

    Whether you want to grow your wealth, plan for retirement,or protect your legacy, we create a roadmap tailored to your life goals.

Speak to an expert today