How it works

Our relationship begins with an initial meeting that is held at our expense. The purpose of this is to help us understand your financial objectives and we will confirm how we can support you in working toward your goals.

During this no-obligation meeting, we will discuss the costs involved, and levels of our services, both initially and throughout our relationship with you. Afterwards, you can decide if you would like to work with us.

This next stage is all about you. We will talk about all the different stages of your life and how you have got to where you are today. Once we understand this, we can move forward and think about the future, your goals, and how we can help you achieve them.

At this stage, we will also gather details about your finances and any existing investments and pensions. We can then analyse the information and prepare a report.

Once we have gathered all the necessary details, your financial adviser and our dedicated support team will begin to create your financial plan. We will present your personalised report, clearly outlining our recommendations and the reasoning behind them.

We understand you may have questions, so we will take the time to address them thoroughly, ensuring you feel informed.

Now comes the part where we bring your plan to life. If you choose to proceed with our recommendations, we will take care of implementing the agreed actions on your behalf. This includes liaising with any third parties while keeping you informed of progress along the way.

You and your family can relax while your plan falls into place and, of course, the team will always be here if you have any questions. We will not go anywhere.

Keeping your plan up to date is just as important as creating it. Life evolves, and so should your strategy. That is why we recommend meeting annually to review your plan together.

During these reviews, we will understand any changes in your circumstances, priorities, or goals – whether it is a career move, a new addition to the family, or receiving an inheritance. Based on this, we will adjust your plan as needed.