Our 5-step process

Fact Find

An initial meeting gives us a chance to get to know each other and allows us to learn about you, your concerns and your goals. You help us understand what you want to achieve financially, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have. ***We now do all of this over Zoom VideoCalls

Analysis

Once we fully understand your financial situation, we review your requirements and aspirations and start to create your personal financial plan. We then discuss your case with our research team to ensure that we maximise the benefits of your plan.

PRESENTATION

Once we fully understand your financial situation, we review your requirements and aspirations and start to create your personal financial plan. We then discuss your case with our research team to ensure that we maximise the benefits of your plan.

IMPLEMENTATION

Once you are happy with your personal plan, the necessary paperwork can be signed. We take care of everything and will give you progress updates, so you know exactly what stage we are at.

REVIEW

We will get in touch with you on a yearly basis to ensure that we keep up to date with any changes in your lifestyle or financial circumstances. We will then amend your plan accordingly.