How we work
If you’re uncertain about what taking financial advice involves, or simply want to know how we approach things compared to others, learn about the step-by-step support we provide here.
How we work
Sorting out your finances is complicated enough as it is, so when you work with us, you’ll follow a simple, straightforward five-step process.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Together, we’ll discuss your current financial status and background. More importantly, though, we’ll talk about your reasons for reaching out for support and what you hope to achieve with our expert help.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
Using the information you’ve provided and our own connections and experience, we’ll reach out to providers and third parties. Then we’ll pull together a series of recommendations to help you achieve your goals.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
Whatever your level of understanding, we’ll cut through the jargon and talk you through our recommendations in simple terms. You’ll also learn about the next steps in the process and the related costs involved.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
You won’t have to worry about being bombarded with paperwork, as we’ll shoulder the administrative burden for you. And you’ll be kept regularly up to date as things progress, so you’re never left in the dark.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
With our continuing support, we’ll stay in touch about the outcomes of your plan through regularly scheduled meetings. If your circumstances change at all, we can adjust your plan accordingly, side by side.
Our first meeting is all about us getting to know each other and making sure we’re right for you, not just the other way around.
Together, we’ll discuss your current financial status and background. More importantly, though, we’ll talk about your reasons for reaching out for support and what you hope to achieve with our expert help.
Once you’ve given us in-depth insight into your goals and finances, we can start searching for the most appropriate solutions.
Using the information you’ve provided and our own connections and experience, we’ll reach out to providers and third parties. Then we’ll pull together a series of recommendations to help you achieve your goals.
You’ll get a personalised financial plan, prepared by our experienced specialists, which we’ll present to you and explain in full.
Whatever your level of understanding, we’ll cut through the jargon and talk you through our recommendations in simple terms. You’ll also learn about the next steps in the process and the related costs involved.
If you’re happy to proceed with your bespoke plan and the recommendations made, we’ll put everything into place on your behalf.
You won’t have to worry about being bombarded with paperwork, as we’ll shoulder the administrative burden for you. And you’ll be kept regularly up to date as things progress, so you’re never left in the dark.
Your journey through life may have unexpected twists and turns along the way, but we can offer you financial support at every stage.
With our continuing support, we’ll stay in touch about the outcomes of your plan through regularly scheduled meetings. If your circumstances change at all, we can adjust your plan accordingly, side by side.
Financial planning explained
There’s more to growing or protecting your money than just numbers on a spreadsheet. With a personalised financial plan, like the ones offered by our expert team, you can enjoy real benefits, and it’s simpler than you might think.
FAQs
Even if you’ve taken financial advice before, you’re likely to have questions about the way we do things. You’ll find answers to all the most common queries we receive – about meetings, available services, and much more – on our frequently asked questions page.
Meet the team
Work with us, and you’ll benefit from years of combined wisdom and a down-to-earth approach that gives you the reassurance you need.
Free personalised retirement report
Getting invaluable insight about your retirement journey only takes five minutes with our handy tool. Just answer a few simple questions to get your personalised retirement report, completely free of charge.
