1. Initial meeting
Held at our expense, this is an hour-long chat where we get to know each other and figure out if we’re the right fit for one another.
2. How we can help
Once we’ve established if we can work together, it’s time to determine how we’ll help you, so we’ll write to you to explain the scope of our advice and our fees.
3. Preparing your plan
We start outlining your financial plan and the steps we recommend taking to reach your goals, then report them back to you.
4. Implementing your plan
If you choose for us to implement your plan, we’ll take the lead and get everything in check so you can sit back and relax.
5. Reviews tailored to you
We’ll conduct regular reviews with you, depending on your circumstances to ensure you stay on track.
We’re here for life
Remember how we said that our mission is for you to feel valued at every stage in the journey? Well, that still carries on after we have implemented your plan, as we pride ourselves on our ongoing service.
The quality of what we do is real and relevant, and a lot of thought and analysis goes into everything we recommend.