We invest in you, at our cost, to listen to and learn your motivations
We combine individual profiling with modern planning which is constantly reinforced with our personal and online communication.
Our Process
We have a deep understanding of what makes every client an individual, what is important to you, what you want to achieve and when you want to achieve it by.
Engagement
An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.
Discovery
Here we take the conversation to the next level and expand upon your objectives and define your goals. We will now endeavour to agree a scope of work and provide a fee estimate.
Research & Analysis
This is where we obtain a full picture of your current financial position and any existing plans you may have. We will then begin work on a solution.
Recommendations
We will present our recommended solutions and demonstrate how and why these have been designed to achieve your goals.
Implementation
Once you fully understand our recommendations, how they work and choose the right ones for you, we put them into action.
Ongoing Services
Most clients agree to an ongoing service from us. This allows us to meet regularly and be pro-active to ensure your plans stay on track.
Always on call
If you want to talk to us about anything at all, you can contact any member of the team, at any time.
Reviews
We will meet with you at least once a year to discuss your plans’ progress to ensure they remain on track and make any necessary adjustments.
Staying in touch
Our business is founded on regular client communication and we will keep you updated with relevant and timely communications.
