Working Together

Our four stage advice process is designed to ensure complete client satisfaction. And we have an extensive and robust due diligence process in place for extra peace of mind.

Stage 1: Understanding you

Our initial no-obligation meeting is free of charge and allows us to look at your financial profile, including your goals, means and current attitude to risk.

Stage 2: Planning

Otherwise known as the research phase, and taking into account information from stage 1, we search the market to find the best solution for you before presenting back our findings.

Stage 3: Implementation

As part of your financial plan, we offer a number of professional services to ensure that everything runs on time and to plan, liaising with relevant financial partners – including accountants and solicitors – along the way.

Stage 4: Review

Our service and support doesn’t stop after implementation – we’ll be with you every step of the way, with regular communication and ongoing reviews to make sure your plan still best suits your needs.

At the end of your first meeting, your adviser will discuss next steps and agree a price before undertaking a full and detailed financial review.

To view our Advice Process in more detail, Advice Process here.