Our Process

OUR PROCESS

1. ARRANGE A CALL

We’ll ask you to briefly explain to us what you’re looking to achieve. We’ll then explain how and where we can help and you can decide if you would like to arrange a 1 hour introductory meeting.

2. INTRODUCTORY MEETING

We'll meet face to face and run through in detail where you are now financially and what you're looking to achieve long term financially to assist in accomplishing your life goals. We'll then show you how we can help and you can decide if you would like us to put a solution together for you and arrange a second meeting.

3. BESPOKE SOLUTION

We'll assess everything you have shared with us and tailor a financial plan in accordance with your attitude to risk that will get you from where you are now to where you want to be in the future financially.

4. SECOND MEETING

We'll present your customised financial solution to you, backed up by data that shows your planned financial path to achieving your goals. What obstacles may arise and how we'll deal with them if they do.

5. BECOME A CLIENT

WELCOME ON BOARD! We'll meet every quarter to review your financial position depending on your requirements, to make any changes in reaction to the markets or your personal life. We'll work together to make sure you achieve your goals.