white-branch

How we
work together

white-branch

Proper financial planning is like building and owning your dream home. Meeting with an expert to set your vision, approving the design, building it and then maintaining it. This is how we do it.

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.

2. Design

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.

3. Agreement

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.

4. Build

If you decide to proceed with our advice we’ll do all the legwork for you and implement your perfect plan.

5. Maintain

Things change. Whether it’s tax legislation, a new job or the loss of a loved one, life happens. It’s therefore of paramount importance that you regularly update us and we’ll look after you.

What do you get for this?

Annual tracking meeting
Anytime access to your advisory team via the phone and email
Cashflow planning, which considers your life from now until age 100
Review of your risk profile, underlying holdings and asset allocation
Regular e-newsletter
Regular video updates and guides on your personal goals, charity updates, budget analysis and tax year end reminder
Annual holiday guide
Invite to our summer and Christmas parties

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.