How we work...

Initial Consultation

Your initial consultation with our independent financial adviser will be without charge. The aim of this meeting is to assess your financial needs and objectives and for us to explain the services we can offer, and how much they will cost.

Fact Finding

After the initial consultation if you decide to proceed, we will ask you to fill in our fact finding document. This enables us to get a full picture of your personal circumstances and financial situation, determine your appetite for risk and help us to create a tailor-made plan that suits your needs and objectives.

Recommendations

Following the fact finding process and after we determine your financial goals we move on to the recommendations phase. We will outline our suggestions based on your stated needs and objectives, after analysing the products available across the market.

Implementation

Once we have discussed our recommendations and agreed details with you, we implement the plan.

Regular Review

We will review your financial situation annually (more often for complex cases).

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