Your journey
By aligning your plans with our knowledge,
good things start to happen.
If you’re facing a financial problem that’s causing you concern, the last thing you want is a complicated solution. That’s why the process you’ll follow with us is so simple and designed to put you at ease right from the very start.
You’ll be guided through six clear stages, each catered to your individual needs, and with insight and financial planning expertise at their core. But these steps are only the beginning of your financial planning journey with us, which we hope will blossom into a long-term relationship.
Step 1
Initial meeting
The first and most important thing you need to know is whether the people you’re getting financial planning support from are the right fit for you.
Your initial meeting with us will give you the chance to see if we connect and make sure you’ll be comfortable working with our team.
Step 2
Discovery
Financial planning is about more than just money, so in the discovery stage, we’ll ask you to share your worries, priorities, and wishes for the future.
We’ll discuss which of our services would be most suitable for helping you achieve your goals and make sure you’re happy with the associated costs.
Step 3
Planning
Once you’re happy, we’ll take a thorough look at your existing financial circumstances and arrangements and then prepare a detailed report of recommendations.
With your permission, we’ll contact any financial services providers you’re currently working with on your behalf, so you won’t need to lift a finger.
Step 4
Presentation
In your next meeting, you’ll see the findings of our report, and the courses of action that our experts suggest you take to get the outcome you want.
We’ll discuss whether the report needs updating to reflect any changes in your financial situation, then confirm that you’re happy to take the next step.
Step 5
Implementation
Now it’s time to move one step closer to financial freedom and put your plan into action, something our specialist team will take care of for you.
We’ll gather the relevant information and help you complete the paperwork, and we’ll make sure you’re kept fully up to date with the progress of any applications.
Step 6
Review
The overall goal of your financial plan should be lasting happiness and success, but if plans and circumstances change, you’ll need help to stay on track.
By reviewing your financial arrangements on a regular basis, we can make any adjustments needed over time and build a plan that always works for you.
