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Our process
Getting you and your family into the best possible financial position is a lifelong journey, and it starts with five simple steps, and our expert support.
01
Initial meeting
In this crucial first step, you’ll share your financial aspirations and concerns with your designated adviser. It’s their job to listen intently and really get to know you and your circumstances, so they can start formulating a plan that gets you where you want to be.
02
Research
Armed with insights from your initial meeting, our team will delve deeper into your current position and start weighing up the best options for your needs. This meticulous approach takes advantage of our team’s expertise and independent status, so you’re left with a fully rounded picture of what’s possible.
03
Recommendation report
Having completed our in-depth research, we’ll invite you to a meeting where you’ll see our expert recommendations in full. The personalised report you’ll receive will outline our findings, proposed strategies, and the rationale behind each recommendation. Your adviser will explain everything in plain English so you’re clear on what to do next.
04
Implementation
If you’re happy with the recommendations you’ve seen, we’ll put these into place on your behalf. Our team will get busy executing the agreed strategies, liaising with relevant third parties and overseeing the necessary paperwork. This stage marks the turning of plans into action, bringing your financial dreams that little bit closer to reality.
05
Ongoing reviews
Our commitment to you goes far beyond the initial actions we take. You’ll be invited to regular, scheduled reviews to discuss the ongoing performance of your financial plan. And in between meetings, we’re always at the other end of the phone if there are ever any changes or updates you’d like to talk about.
Benefits of financial advice
As your trusted professional partners, we’ll make recommendations designed to improve your whole life, not just your bank balance. Get further insight into the transformative power of financial advice.
Tell me moreIn our most recent client survey...
of clients are satisfied with our understanding of their needs, goals, and objectives
of clients believe working with us has helped or will help them to achieve their financial goals
of clients said they would recommend us to family, friends, or work associates