How we work
A Partnership for a Lifetime
Your first meeting is just for you to see if you value our advice and think we can add value to your financial future!
First of all we get to know you.
We meet with you to see what you are trying to achieve. Not just to have one-off luxuries and holidays, but to find out how you feel about life.
What drives you and what is important to you?
What would make things look good and how important is it to achieve?
We will look at the planning you have in place and discuss what led to it and if it still working; and we will talk about your wills and legacy planning.
Our Client Onboarding Process
INITIAL CONSULTATION
Although it is important to understand where you are now, it’s not all facts and figures. Financial planning is connected, in the end, to emotions, whether it’s the joy at buying a house, the satisfaction of retiring early or the peace that knowing your family are financially stable if you were to die.
PLANNING
How can we get you where you want to be?
Whether you already have adequate capital to sustain your lifestyle, or you are starting on the path towards being there, we will ensure that, wherever your money is, it is working hard to give you the route you are looking for. We will identify and agree any gaps in your current financial provision and create an agreed strategy for you to follow.
REGULAR REVIEWS
Once we have a comprehensive understanding of how you envision your financial future to look, we will organise regular reviews to analyse where you are at and how we can get you to your end goal.
“We will identify and agree any gaps in your current financial provision and build an agreed strategy for you to follow.”
Mission statement
We Want to Make your Financial Goals a Reality
We will build a model to give you a firm plan and understanding of how to achieve your objective!
This first meeting is just for you to see if you value our advice and think we can add value to your planning. It is also, putting it bluntly, for you to see if you like us – although, it has to be said, we are a likeable bunch.
From our point of view, this meeting is to see if we can help you achieve what is important to you.
And it costs you nothing. If at the end of the meeting we feel we cannot improve on your current situation, we will tell you. No fees, just an hour or so of your time. And possibly share a cup of tea or coffee.
Our fees are straightforward – clear and easy. No exit penalties, no hidden charges.