We like to start with an informal discovery meeting, which is a chance to get to know you, understand your situation, and talk through what’s important. It’s an opportunity for both sides to see whether we’re the right fit to work together, with no obligation. We’ll clearly explain our fees and next steps, then you can go away, reflect on the conversation, and decide whether we’re the right people to support you.
How we work
Nothing moves forward until we’re confident it’s the right decision for your goals.
01
Our first meeting
02
Your financial plan
We follow this with a detailed fact-find to understand your current financial position and gather the key information around your existing finances. Then comes the exciting bit: exploring what’s important to you and what you want to achieve. After some initial planning work and follow-up conversations, we agree on the right approach together before preparing your recommendations and putting the plan into action.
03
Implementation
We like it when a plan comes together, and this is the stage where everything we’ve discussed and recommended starts to become reality. We’ll take care of the implementation on your behalf and act as the link between you and the investment providers. Communication is our forte, so we’ll keep you updated throughout and are always on hand to answer any questions along the way.
04
Ongoing support
Clients often tell us they feel reassured knowing we’re here not just for them, but for their family too. That ongoing relationship and continuity of care is a central part of what we do, providing the kind of long-term, personal service many feel has been lost elsewhere. We stay in regular contact throughout the year and meet with you to review how your plan is progressing and review the suitability of products.
See who’s in your corner
Hear from our clients
They’ve helped us build a position where we know our family will be okay.
I knew the theory, but needed help putting a proper structure around my own finances.
When we retired, we needed help managing everything; now we can just get on with life.
They’ve helped us build a position where we know our family will be okay.
I knew the theory, but needed help putting a proper structure around my own finances.
When we retired, we needed help managing everything; now we can just get on with life.
Read our VouchedFor reviews
Take a look at what our clients have to say. Explore our VouchedFor reviews to read honest feedback and real stories.