Our Process

The Financial Planning Journey

Engagement → Discovery → Research & Analysis → Present Recommendations → Implementation → Ongoing Service & Relationship


An introductory meeting for us to understand your objectives and for you to understand our services


Digging deeper into your objectives and goals allowing us to formulate a plan (Engagement and discovery meeting at our cost – our fees going forward are discussed at this initial meeting)

Research & Analysis

We go away and assess your objectives, attitude to risk, tax position and existing holdings to help us find the right plan for you from the pick of the whole market

Present Recommendations

Sharing the realistic plan we have developed specifically for you to help you reach your goals


Once you fully understand and are happy with the plan we put the wheels into motion

Ongoing Service & Relationship

We will talk throughout the year and meet up at least annually to consider any changes in your situation and assess if the current portfolio is still suitable



The Financial Ombudsman Service

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk