A tailored solution for you
Your needs are unique. So, our focus is getting to know you, ensuring you receive tailored independent financial advice.
1
Let’s fix a time to talk
Simply pick up your phone and get in touch with us to arrange a time to meet either in person at our office or virtually.
2
Gather your thoughts
Ahead of our meeting, we will send you some guidance about what to consider in advance, including items to bring on the day. We will also send you a short form to complete beforehand, so we can better cater the conversation to your needs.
3
The meeting
This meeting will take approximately 30 minutes (but can often last longer) where we will discuss what you would like to achieve now and in the future.
The more we get to know you, the easier it will be for us to put together a plan and make recommendations tailored to your requirements.
This will also offer you the opportunity to find out more about us, giving you peace of mind that our services are exactly what you need.
Please note this meeting is covered at our expense.
4
Our report, tailored to your needs
Suitably briefed, we will send you a report with clear recommendations. It is possible that we could quickly identify a solution to your immediate problem without you being charged.
More typically, the report will set out a plan of action, and quantify any charges that could arise.
You can ask us as many questions as you like, and, once you are comfortable, instruct us to proceed. You will not incur any charges until you give us the green light.
5
Your future, and us
Once we are working together, it will be very important to regularly review your arrangements, accounting for any changes in your personal situation to ensure your plan continues to work for you.
Book a free 30 minute consultation
Let us focus on your biggest priority – at our expense
