Our Advice Process

1. Discovery Meeting

This is where we get to know each other and help identify your goals.

To provide you with the most appropriate personal solutions we strongly believe in getting to know you and your goals and objectives. Therefore this meeting is all about you, and explaining what you want from us, and discussing any relevant details, including current and future plans. Though we want you to feel comfortable in leading us through your goals, we will also ask you questions so that we can all feel comfortable that no stone is left unturned.

Having said that the meeting is all about you, we will use the opportunity to explain our services and set out clearly both our pricing and the type of advice we offer. It is also the ideal time for you to ask any questions you may have about us.

2. Analysis & Report

Using the information we obtain from you, we develop a detailed financial plan.

We research the market, review different products and providers, taking into account any current arrangements you may have, and propose a strategy tailored to your individual goals and circumstances. The plan will only be presented to you once we are completely satisfied that the strategy will fit in with your goals and timescale, and will be set out in a clear written report with all features clearly laid out for you.

3. Explaining our recommendations

We take you through our recommendations in detail.

We believe in making sure that you understand the proposed plan and will also give you the chance to ask any questions you may have. We will also discuss the cost of any future work and explain how you can check on investment performance.

4. Putting everything into place

We make sure that all the paperwork is completed correctly and that the agreed recommendations have been put into place. Further to this, we will gladly liaise with your accountant or solicitor if needs be.