Our Process

Our simple and easy to understand process that will guide you to financial freedom.

Our processes background image.
  1. Book a free call

    Book a complimentary discovery call with one of our expert Financial Planners today to find out if we can help you with your finances.

    Speak to an expert
  2. Explore

    Our Independent Financial Planners will help you explore where you are today and where you want and need to be in the future.

  3. Create

    We will then create a highly detailed and tailored financial plan to show you if you are on track to achieve your goals and highlight opportunities to maximise your finances and increase your likelihood of success in achieving your goals.

  4. Execute

    We will then put your plan into action, implementing any financial products and ensuring it all remains suitable and the best course of action for you. Annual meetings ensure your financial plan is still relevant to your current goals and allow for adjustments.

Are you ready to take control of your financial future?

Find out how we can help you achieve your financial goals today by booking your complimentary discovery call.

Speak to an expert

Email communications are not secure and, for this reason, Catalyst Financial Planning Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rate and tax legislation.

The value of investments and income from them may go down. You may not get back the original amount invested.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate will writing, inheritance tax planning and most forms of buy to let mortgage.