Your journey

The initial meeting is our opportunity to get to know one another.

We’ll discuss what’s going on for you now and what you’d like to achieve in the future. By the end of the meeting, we’ll have a clear understanding of your starting point and what you’d like to achieve.

After the initial meeting, it’s time for us to do our homework.

We’ll assess your financial position and prepare a Financial Assessment Report.  This will provide a detailed overview of your financial position, key consideration points, and the structure for a financial strategy.  We will have a follow up meeting to discuss and agree next steps.

Next, we’ll assess what we already know about you and research the possible next steps that will be most suitable.  We complete all our own research, so you’ll know everything we suggest is based on our expertise and experience.

Then we will prepare a Recommendation report, which will be bespoke to you, and we’ll explain the reasons behind each of our recommendations.  This means you can make an informed decision on how you’d like to proceed.

If you’re happy with our recommendations, we can start putting them into action.

We’ll take care of all the details and administration as we deal directly with all the product providers we work with. So, you can sit back and relax while we take care of the hard work.

We believe in the power of relationships, and that’s why we’ll meet with you regularly to review your plan and chart your progress.

This means we can support you through life’s inevitable twists and turns. No matter what life throws at you, you can rely on us to keep your finances on track.