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.
If you decide to proceed with our advice we’ll do all the legwork for you and implement your perfect plan.
Meet our clients
Our clients are at the heart of everything we do. Some of them were kind enough to sit down and chat about how working with us has changed their lives for the better.
Get in touch
We’d love to arrange a casual chat over a cuppa and cake to discuss how we might be able to help you. Just leave your details below and we’ll be in touch.