Our process
Financial planning doesn’t need to be complicated. We take a structured approach, working closely with you to develop a thoughtfully designed strategy that evolves with your life.
Discovery
Your journey begins with a relaxed meeting to understand your goals, priorities, and financial aspirations.
By really getting to know you and your values, we can provide advice that’s in accordance with your future plans.
Research
Our team gathers all the relevant information about your finances and assets to identify opportunities and areas for improvement.
This research forms the foundation for a strategy that’s built around your unique financial position.
Planning
Next, we create a personalised financial plan, offering recommendations tailored to your individual needs.
At this stage, we transform our gathered insights into actionable steps that guide you toward your future objectives.
Presentation
After we’ve developed your bespoke plan, we’ll present it to you in a clear, easy-to-understand way.
This is your chance to ask questions and gain a full understanding of the proposed strategy.
Implementation
Once you’re happy with the plan, we move on to implementation.
Our team puts the strategies into action and regularly reviews progress, making adjustments in line with your life changes and evolving needs.
FAQs
Need key information quickly? Here, we answer common questions about our approach to financial planning and how we can support you.
To make the most of our time together, it’s helpful to bring details of your current financial position. Examples include pension statements, investment summaries, and an idea of your income and expenditure. Don’t worry if you don’t have everything to hand – we can guide you through what’s needed.
You’ll always have access to support, even if your usual planner is away. Our team works closely together, so someone will be on hand to help with any queries in the meantime.
Yes, we’re independent financial planners. That means we’re free to recommend solutions from across the whole market – always based on what’s right for you.
We’re primarily fee-based, but in some cases – such as arranging certain protection policies – commission may be paid by the provider. If that applies, we’ll explain it clearly so you know exactly what’s involved.
Kind words from real clients
We’re proud of the service we provide, but don’t just take our word for it. Here’s what our clients have to say.
Here to help you, together
Trusting someone else to handle your money matters is a big decision. With us, you’ll receive professional, tailored guidance with your best interests at heart.
