Our 4 stage process

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Discovery

We begin by exploring your financial circumstances and aspirations. During this introductory stage you will become familiar with your advisor, their services, and how working together could add value to your planning. You will develop a better understanding of the advice areas that could benefit from attention, why so, and any fees that may apply. We are pleased to carry out this part of the process at our own cost. If there is a mutual affinity to proceed, we then move to stage 2.

Research & Recommendation 

Backed by extensive research, continuously undertaken by us, our partners and specialist committees, we will create your strategic financial plan. We will explain each section in detail and how the recommendations are tailored to helping achieve your agreed upon goals. Only a Chartered Qualified advisor will deliver your plan.

Implementation

If in agreement, we will begin actioning your plan. This involves liaising with providers, organising documentation, facilitating set-up, and ensuring appropriate structure. We will keep you informed throughout, up until completion, and highlight any future follow-up requirements.

Review, update & evolve

Your circumstances, along with a host of economic influencing factors, can change. To ensure that your plans and investments remain suitable, and aligned to meeting your goals, you can benefit from our continued support. The ongoing relationship includes regular updates and timely reviews with your advisor, keeping you informed and able to adopt any necessary changes at the right times.