How we work

The process of working together is very much a collaborative one. We focus on your unique needs and circumstances, then build a financial planning strategy that’s tailored to them and what you want to achieve.

Here’s what you can typically expect from each stage of the journey.

1. Getting to know you

We always start things off with a no cost, no commitment initial meeting. This is our chance to get to know each other better and see if we could add value to your situation.

This first meeting can either be held at your home/offices, our office or over Zoom. Just let us know your preference.

2. Information gathering

If you choose to sign up to our services, we’ll get started with your onboarding. You’ll be given access to our client portal and will meet your dedicated client management team. We’ll also set up a Whatsapp group so it’s easy for us to keep you updated with the process.

When we meet again we’ll dig deeper into your current financial and personal situation, gathering all relevant information. This includes talking about the future; what’s important to you and the goals you want to achieve.



3. Analysis

This is where your financial planning team will analyse your current situation and start drafting your bespoke plan. We’ll explore all of the options available and pull together our recommendations in line with your circumstances and goals.

4. Strategy

We will meet again to present your financial plan and the strategies we recommend. We’ll discuss things in detail, explaining the reasoning behind our suggestions and allowing you the opportunity to give feedback.

5. Implementation

If you’re happy with our recommendations, we’ll implement them and bring your financial plan to life. We’ll be sure to keep you updated on any progress.

6. Ongoing reviews

As part of our ongoing service, we will meet at least once a year to review your progress and make any adjustments we need – after all, life is always changing, so it’s important that your plan is flexible and fit for purpose.

Whilst we would prefer to work with clients who require ongoing servicing it is optional and subject to pre agreed fees.


How can we help you?

Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.