The advice journey
Just as every journey starts with a step, your path to financial security starts with one phone call.
1. Initial call
Our relationship starts with a 20-minute phone call that allows us to get a high-level understanding of your concerns. We’ll learn why you’re seeking help and what you want to get out of our relationship, then explain how we can help you.2. Discovery meeting
We want to understand what you want your money to do for you; when do you want to retire and how much will it cost you? We also want to discuss your concerns and fears, so we can find effective solutions to overcome them.3. Building your plan
We'll then go away and gather information about your existing financial arrangements: where they are invested, how well have they performed and how much do they cost. We can then put together a comprehensive financial plan explaining how to set up your finances for the future, with cash flow analyses to demonstrate how this will work.4. Presenting your plan
We love meeting our clients, so we will invite you to another meeting and run through your plan, to make sure we have it exactly right for you. This allows us to pull the levers on the cash flow model and establish whether you are on track to achieve your goals or whether you need to boost your savings.5. Implementing your strategy
Once your plan has been presented and we’ve answered any questions you might have, we will talk about the next steps. If you’d like us to, we will implement your strategy on your behalf and provide regular progress updates.6. Ongoing reviews
We're here for you, all year round. Every year, we will arrange a review to assess your investment strategies and ensure they are still on course. Any new goals or changes in plans? We'll update your strategy accordingly. We’re here to keep things on track and to be your sounding board throughout the year.It’s not what we stand for; it’s who
Whether you approach us in your 30s as you build your wealth or in your 70s, ready to leave a lasting legacy, consider us your safety net, here for you whenever you need it.
In our clients’ own words
Let’s start a conversation about your future ambitions
There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.
