How We Do It

We will meet you at a time and place convenient to you and review your current situation. Our aim is to understand your short and long-term financial aspirations.

Using the information gathered at our first meeting we will devise a financial strategy and research the whole of the market place to find product solutions that will fulfil your personal requirements.

We will arrange a second meeting and present your bespoke financial plan. We will ensure you are comfortable with and fully understand our recommendations before proceeding.

Following the meeting we will complete all the paperwork and you will receive a 'reasons why' letter confirming the rationale for your financial plan and the options you have been recommended.

We understand that as our clients' personal circumstances can change, so can their financial objectives. We believe in the benefit of long-term relationships with our clients and recommend reviewing your plans on a regular basis.