A unique approach
We like to keep things as simple as possible.
We won’t confuse you with jargon, just work hard to understand your situation and then give you all the options in a clear, concise way you can understand. And if you already have professionals who advise you, we’re more than happy to work with them too, ensuring everything runs in total harmony.
Our well-established six-step process ensures we get it right first time, every time.
1. The first thing we do is listen
We'll meet with you to get our relationship started and understand where you are in life, where you want to be, and what risks you're prepared to take to get there.
2. Then we’ll start gathering all the information we need to help you plan for the future
This will probably include details of your income, investments, pensions and savings, as well as a clear picture of what you want to do.
3. Once we have all the details, we will start looking more closely
We will take everything you’ve told us and start analysing all the information to see what your options are and what it’s possible for you to achieve.
4. The next step is for us to develop your own, unique financial plan
It will be built around what you’ve told us is important to you and show you all the possible scenarios you might be faced with.
5. Once your financial plan is agreed, the next step is for us to start implementing it
That might mean accessing some of your pension, making investments, or looking at more tax-efficient ways for you to save.
6. But our job doesn’t stop there
We'll be constantly monitoring your plan to ensure it lives up to expectations and will meet with you regularly to keep you updated and find out about any changes happening in your life.
With you throughout life
At every stage in your journey, it's likely you'll have a different set of challenges to face and your priorities may change along the way. It’s our job to make sure that whatever you're dealing with, we have a service available to help you through to the next stage of your journey.
We also offer a range of add-on services, so if there’s something you need just ask – we’re sure to be able to help you.