Our approach
Step 1
Starting our relationship
During our first meeting, you find out what we do and how we will work with you. We will be open about our charges and explain the next steps to you.
We will also ask questions to establish your current financial position and what your goals and aspirations are so that we can work out how we will be able to help you.
We do not normally charge for this meeting.
Step 2
Research and analysis
Having established your goals and gathered the facts at Step 1, we now look at that information and start to research possible solutions.
We may have to ask further questions in order to assist us to establish the right plan for you.
Only when we have all of the information needed will we move onto Step 3.
Step 3
Prepare and present recommendations
Once we have completed all the research and analysis, we put this together in a report.
This report is unique to you and as well as providing you with a financial snapshot of where you are now, it will also detail the options that we believe will assist you to reach your goals.
Step 4
Implementing recommendations
Once you understand the recommendations – and only then – we will implement the solutions.
We will complete all the necessary paperwork, liaise with product providers, platforms and your other professional advisers if required.
We will co-ordinate the whole process.
Step 5
Ongoing service
Our aim is to build an ongoing relationship with you and therefore we see this stage as very important.
You decide how many times a year you would like a review. At the meetings, we will check that the plans we put into place still match the goals and objectives that you set. If changes have occurred in your life, where necessary, we’ll adjust your plan to ensure you can remain on track to your goals.
