Six Questions

Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives. Too often financial advice can be too prescriptive and lack a real understanding of the goals they are designed to achieve. The Six Question framework provides a detailed and comprehensive road map to your future

1. What do I want to achieve or do?
2. Who do I want to share this experience with?
3. When do I want to make this event happen?
4. Where will the goal take place?
5. Why is achieving this goal important to me?
6. How do I achieve the goal?

Having established your goals we undertake analysis and research that culminate in your planning recommendations delivered in a comprehensive Financial Report. This is a living document that acts as a reference point for action taken now and a measure for the progress made.

Your financial plan will aim to deliver both peace of mind in meeting your regular financial needs and plot a route to achieve your life goals and aspirations in the coming years. Naturally, overtime goals are modified and circumstances alter and our review programme will ensure any changes can be addressed and plans adapted accordingly.

We very much look forward to working with you and designing your Financial Plan.