How we work
Our Process
Our approach
Our aim is to help you feel confident and in control of your finances and your future. We want you to be comfortable with every stage of the financial planning process, and fully informed about your options.
Our Process
Our 5-stage approach
Every new client relationship follows a five-stage process designed to help us understand your circumstances and goals before we recommend a plan.
Consult
We cover the cost of our initial meeting.
This is an opportunity for us to understand your goals and objectives, and how we can help you achieve them.
We also explain how we work and how we charge for our services.
Analyse
Once we’ve agreed to work together, we build a detailed picture of your financial circumstances and gather information from third parties. This lets us analyse any existing arrangements and understand their place in your new financial plan.
Design
With a clear understanding of your goals, your attitude to investment risk and details of any existing arrangements, we design a financial plan tailored to support your aims.
Implement
We present our recommendations and explain how these will help you achieve your goals.
Once you’re happy to proceed, we implement the agreed plan, handling all policy administration on your behalf and providing regular updates so you remain informed throughout the process.
Review
We review your plan regularly to help keep it suitable, competitive and tax-efficient, and to support you in staying on track toward your goals.
We'll explain our ongoing advice service and how it can help support your needs at our initial consultation.