T J Brealey & Co regard financial planning as a 6 step process: Collect and assess all relevant personal and business financial data and help you define the cost of your desired lifestyle and when you want to achieve it. Process and analyse information. Help you produce your financial plan to include a critical analysis of your current financial position, providing risk assessment of financial catastrophes and commentary on your present investment strategy. Provide recommendations which should make the most effective use of your resources towards the achievement of your objectives. Help you implement your financial plan which will generate added wealth and insure your ambitions. Regularly review your progress and modify your plan as necessary to take account of changed circumstances Our Financial Planners retain a maximum of 100 clients in order that personal attention may be directed to those accepted.