Our Process
The first meeting is all about you. We start with a blank page and get to really know you; the life you’ve had and the life you would like to live going forward - your ambitions and aspirations.
You will not be asked to complete any financial questionnaires or to bring anything with you. We will detail our services and outline the costs of our advice. Should you be interested in us preparing your financial plan we will email you a secure link to our finance portal so that we can gather further more specific details in order to conduct a thorough analysis of your financial circumstances.
All of our meetings can be conducted remotely or in person - at any time or on any day of the week as suits your schedule.
Step 1: Discovery
We will analyse the information you provide to us and write to the providers of any pensions or investments you have, so that we can review these properly too.
We collate all of our work into a visually clear review of your finances now in relation to where you would like to be in the future and will arrange a meeting to present this to you.
Step 2: Review and Presentation
The next step is to present you with your financial plan. This articulates clearly your objectives, current situation, a cost comparison with any products that you may currently hold, benefits and performance, our recommendations and an investment strategy.
Should you wish to implement the plan then we will put this in motion and you can sign any necessary documentation. Again this can all be done remotely, using our secure means of identification verification and document submission.
A plan makes it real.
Step 3: Get Started
We will meet on a regular basis to ensure that your plan remains on track.
We will always update your plan during our meetings, making any adjustments needed and implementing any new products and solutions required.
If your life changes, or you have urgent financial matters which need attention in-between our review meetings, you can contact us anytime and we will be there to help.
You will also be able to view all of your investments online via your personal finance portal which also allows for secure messaging with your adviser.
