How it works

We have a simple 5 step process…

1. WE MEET WITH YOU

You can come to us at our office or we will come to you at home or your workplace or we will set up a video meeting, whichever works best for you.  This meeting is completely at our cost and to listen to you and understand what you need and how we may be able to help and work together going forward.  Once we know what work is needed we can talk to you about the costs so you can make an informed no obligation decision whether to move forward.

2. WE DESIGN YOUR FINANCIAL PLAN

Everybody we see is different with different goals, aims and desires for the future whether that be for themselves, their families or their businesses.  Our plans are researched, designed, stress tested and created individually for you by your super qualified and experienced Financial Advisors so that you will know how you can get from where you are now to achieving your goals whatever they may be and whenever they may be for.

3. WE PRESENT YOUR PLAN

Once your plan has been designed we will meet with you again to talk it through in our friendly, relaxed, straight forward, no nonsense, jargon free manner.  We will make recommendations from our research, knowledge and experience and work with you to agree the best course of action to move the plan forward.

4. WE TAKE ACTION

We’ve listened, we’ve talked, we’ve researched, we’ve planned, we’ve educated and we’ve discussed.  Now it’s time to execute the plan and implement anything that we have agreed with you so that you can go and focus on more exciting things!

5. WE REVIEW

No that’s not the last you hear from us!  We will review your plan regularly, at least once every 12 months if not more often than that.  We do this to make sure that everything remains on track and that if life throws any curve balls we are ready to catch them and continue to plough forward to meet those original goals and add the new ones in as they arise.  You can also use our client portal to keep track of all of your pension and investment performances in one place so will always know where things are up to with just a click of a button.

Want to talk things through on the phone or email first?

That’s no problem.  Drop us your details and we will give you a call or email you straight back.  Let’s talk about it.