How We Work

  • DISCOVERY MEETING

    Once you decide to proceed with our services, our first meeting typically involves a ‘fact finding’ exercise. The main purpose of this meeting will be to obtain as much information as possible relating to your financial circumstances and objectives.

  • RESEARCH & ANALYSIS

    The next stage will involve us preparing a personal financial planning report setting out our professional recommendations, explaining whay and hoe they will help to achieve your objectives.

  • RECOMMENDATION & IMPLEMENTATION

    From here we will present our recommendations and proposed course of action to enable you to achieve your financial goals.

  • REVIEWS

    A further, optional stage, is monitoring your financial plan and reviewing it at regular intervals. This allows us to make any neccessary adjustments and ensure that you are progressing towards reaching your goals.