Our Process

Our first meeting is all about your dreams and aspirations. We start with a blank canvas and uncover what your ideal present and future world looks like. Financial planning is all about providing the financial security to achieve your personal goals, and the first step is to understand your goals.

Once we understand what you want to achieve we complete a comprehensive fact find with you to set our base camp from which we can start to plan your journey to success.

With a deep understanding of your finances and your goals we now analyse and assess your options, there are many routes to achieve financial freedom and protect your assets along the way. We create a statement of advice which is your roadmap to financial security.

This key stage is to put you in a position to be in control of your destiny. We present the statement of advice which details the ideal plan for you, the costs and benefits as well as alternative strategies. We ensure you have a thorough understanding of our advice and you are in a position to make informed decisions.

Once you are ready to proceed we provide the paperwork to implement your plan and implement the agreed upon actions for you. With a comprehensive plan the initial implementation can take up to 6 months and we work with you to ensure that you have the solid foundation to achieve your goals.

We provide a regular support and review service to ensure you remain on track. Navigating your financial journey includes dealing with changing market conditions and changes to your personal circumstances and our review and support service is tailored to your individual needs. At a minimum every 12 months we provide a formal review to give you the confidence that you are maximising your finances and enjoying the fruits of your labour.