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Working together
We're right beside you on this journey and genuinely invested in what matters to you. We work to understand you, your goals, and even the finer details, like how you enjoy your tea or coffee.
Always by your side
Our journey together is to reach the ultimate end goal: financial freedom. We will guide you through six steps to help you understand your options and devise a fitting long-term plan.
Long-term relationships are central to our service, and we get to know you on a personal level by understanding what is important to you and your family.
1
We engage
During our first discussion, we will understand your needs and determine whether we can help you. We like to meet all our clients in person if time and distance allow. If you are happy with what we have discussed and feel like we would be a good fit for one another, then we will ensure you fully understand how we work before signing up to our services.
2
We discover
We will book a fact-finding meeting to understand your full financial situation and risk profile. Once we’ve done this, we will send you a copy of our findings and explain how we can help you. Before signing the engagement documentation, we will be on hand to answer any queries.
3
We research
Next, we will research your existing solutions and look at any potential solutions to meet your needs. When that’s been completed, we can put together a comprehensive financial plan.
4
We present
Once we are happy with the strategy, we will meet again, provide you with a written financial plan, and present it to you. As always, we can answer any questions you might have.
5
We implement
Only after you’ve reviewed your financial plan and confirmed you are happy with our recommendations will we put your plan into place. Ideally, we will meet again and discuss how this will work. Once we have implemented the advice, we will send you a welcome letter and set you up on the client portal.
6
We review
Regularly revisiting your plan is crucial to adapting to evolving circumstances, as change is inevitable for everyone. If you sign up to our ongoing service, we will provide periodic suitability reviews to ensure that recommended products remain relevant to your circumstances.