Do We fit?

Firstly, we’ll arrange an introductory telephone call to establish firstly how we may be able to help you and find out if we are right for each other. Should we agree there is mutual common ground, we can then look to set up a no obligation introductory meeting.

Introductory/Discovery Meeting

At our introductory meeting, we would discuss your short, medium and long term goals, values and aspirations (and of course, those of your partner) and ultimately find out what is most important to you. We would also look to gain a complete understanding of your current financial position and begin to align what is required to help you achieve your goals and objectives. At the end of the meeting, we will follow up in writing to provide an overview of our discussions, and confirm what further steps and information are required to further assist.

Financial Plan Review Meeting

Using sophisticated financial modelling and cash flow analysis software, we will create a highly personalised, written financial strategy. The strategy will incorporate a full overview of how we bring everything together to help you achieve your future goals and objectives. Upon your acceptance to proceed with our proposal, we would then discuss the steps required to implement the plan.

Being a Client

We continuously monitor the progress of the plan. Our dedicated client review meeting process ensures that together we can keep the plan on track as it evolves.