Our process
What you can expect when working with us.
01.
The initial conversation and getting to know each other
Our initial meeting is at our expense and gives us both the opportunity to explore whether our services align with your needs and objectives.
We’ll cover:
- A high-level overview of your current financial situation
- Your goals, aspirations, and plans for the future
- An introduction to our approach, how we work, and how our fees are structured.
If we both agree to move forward, we’ll confirm our fee and outline the terms of our engagement. If either of us chooses not to proceed, there will be no charge.
02.
Delving into the details and developing your plan
This stage is all about understanding the full picture and starting to put your plan together.
Here’s what we’ll do:
- Define your personal and financial objectives, and assess your attitude to risk
- Contact your existing providers to gather information about your current arrangements
- Conduct a thorough analysis of your existing provisions and how well they align with your goals
- Explore alternative strategies to enhance your financial wellbeing and improve the likelihood of achieving your objectives.
This process gives us a comprehensive understanding of your circumstances before we start shaping your plan and putting our recommendations together.
03.
Presenting our recommendations and implementation
You’ll receive a clear, comprehensive report outlining our advice, the reasoning behind it, and practical recommendations tailored to your goals.
These may involve refining your existing arrangements or introducing new solutions to better support your financial future.
To make things easy for you, we’ll handle the implementation, liaising with providers and managing the necessary steps to put your plan into action smoothly and efficiently.
04.
Ongoing partnership and staying on track
Our clients find real value in having their financial plans reviewed regularly to ensure they remain on course. Life evolves, and so do financial landscapes.
Changes in your personal circumstances, tax legislation, market conditions, or the availability of new products and services can all impact your plan.
We’ll provide a proactive service that includes monitoring your arrangements, making timely adjustments, and keeping your plan on track.
The cost of our services
We believe in transparency and keeping things simple. Our initial advice fee is fixed and based on the complexity of your situation and the time required to complete the work.
