We understand that talking to a financial adviser might seem intimidating, but rest assured we are here to help. Once you’ve taken that first leap, we are there to hold your hand. 

Together, we’ll have a series of meetings regarding your financial circumstances and discuss how we will work together to achieve what you want. 

Our goal is to give you peace of mind and empower you to make well-informed decisions, steering you to achieve your key goals.  

Step 1 –  Initial Chat

We’ll have a no-obligation chat about what’s on your mind and work out how we can help you. 

Step 2 – Discovery

This is all about you. We’ll lay out your ambitions, goals, and objectives, we’ll look at your core values, and we’ll figure out what matters most to you.

Then it’s time to run through your current finances and risk appetite. This will allow us to form the foundations of your financial plan.  

Step 3 – Strategy

During this chat, we’ll give you a breakdown of what we have discussed so far. You will receive a ‘One-Page Financial Plan’ outlining the areas we can help. By the end of the meeting, we’ll agree on the best path forward for you.   

Step 4 – Presentation

We will present you with an agreed solution and plan of action.  

Step 5 – Implementation

As long as you’re happy, we’ll proceed with our proposals and begin implementing the agreed solutions.

All your ambitions will begin taking shape. 

Step 6 – Review & Contact

We like to keep in contact with clients regularly. We can agree this regularity from the outset. That said, we will review our plans at least annually to ensure they remain suitable for you and your circumstances.

We’re with you every step of the way.