We guide you through a simple step-by-step process to create a financial plan just for you.
STEP 1 - Understanding your goals
At our first meeting we will discuss your current situation, life goals and attitude to risk to understand how financial advice can benefit you.
STEP 2 - Considering the opportunities and risks
After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals.
STEP 3 - Building your financial strategy
Based on our discussions and research we will present you with a customised financial plan that is written in plain English and which will set you on the path to where you want to be.
STEP 4 - Bringing your plans to life
We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, know where your money is going and why.
STEP 5 - Staying on track with regular advice
Your strategies will be reviewed on an agreed basis and you will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.
We prefer to be remunerated on a fee-for-advice basis rather than by commission. Where a fee basis is agreed we will rebate to you any commissions that would normally apply. The only exception in this regard is insurances where it is often impractical to work on a fee basis.
All our fees are disclosed in writing and confirmed via a signed agreement prior to being levied.