Our approach

Our unique planning structure follows five clearly-defined stages

How we work with you

Potential
Vision
Strategy
Implementation
Appraisal

How we work with you

1. Potential

We begin the journey by assessing your potential and capabilities. By exploring your assets, liabilities and expenditure, we will achieve a clear understanding of your individual circumstances.

2. Vision

Here we will explore the hopes, dreams and priorities you have for your life, your family’s future, and your wider community.

3. Strategy

At the Strategy Meeting we unite your financial capabilities with your vision, working together to devise an achievable step-by-step plan.

4. Implementation

Once your strategy is agreed and formalised, we can start to put it into action.

5. Appraisal

An integral part of our commitment to you, we will meet with you regularly to review the steps made towards your vision and make any necessary changes. Progress Appraisals will take place at least once a year, and more frequently if required.

Want to know more?

We would love to hear from you. Please fill in your details below with a short message. We will then be in touch to discuss how we can help. By completing this form, you are voluntarily choosing to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Phone us

01332 856 373

Email us

info@iankingfp.co.uk

Opening times

Monday – Friday: 9am – 5pm
Saturday: Closed
Sunday: Closed

Address

Ian King Financial Planning
The Old Vicarage
Market Street
Castle Donington
Derbyshire
DE74 2JB