How We Work

Getting things right first time is extremely important to us as we know how important it is to you. Using our proven five step process, we can work out where you are now, what you may need in the future and what you must do to reach your goals.

Initial Meeting - Five Step Process

1. Initial Meeting

We’ll arrange a convenient time to meet with you whether that be at one of our offices or in the comfort of your own home. We’ll then take time to listen to your individual circumstances and help you prioritise what’s most important to you.

Analyse & Prepare - Five Step Process

2. Analyse & Prepare

Once we have all of the information relevant to your objectives, we will then refer back to your circumstances and goals to prepare a fully personalised recommendation.

Recommendation Meeting - Five Step Process

3. Recommendation Meeting

A second meeting is arranged with you for us make a detailed presentation on how best to achieve your financial goals. We treat every client as we would our own family explaining things in simple and clear terms.

Implementation - Five Step Process

4. Implementation

Once you are 100% happy with our recommendation and our agreed fees, we will arrange to implement your new plan in an efficient and timely manner.

Review - Five Step Process

5. Review

Once set up we will continually track and monitor your progress. We do this by regularly reviewing your plan in accordance with the level of service you select. We’ll make adjustments as and when your objectives or circumstances change.