1. Meet & Greet
Well first of all it starts with our Postcard Promise. We’ll meet with you (at our expense), and if we cannot provide you with value for money we will walk away there and then. It won’t cost a penny for you; nil, nada, zilch. At this meeting we’ll discuss the likely costs to you for proceeding, take some basic details and set some future goals.
Our team will develop and design a tailored financial plan to your specific needs and goals. This takes around 3-6 weeks. Why’s that? Because this is not a one size fits all approach; this is financial advice as it should be. We’ll search the entire marketplace for the perfect solutions for you.
After the 3-6 week period we’ll meet again. This time we’ll show you all of our design work and clearly explain the reasons behind any recommendations we make to you to improve your wellbeing. As professional advisers, we make suggestions to you and provide you with clear, understandable advice; it’s completely up to you whether you want to take it.