Our Process

Step 1 – Engagement

An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.

Step 2 – Discovery Meeting

Here we start to gather information about your financial circumstances, to fully understand your objectives so we can develop well designed goals.

Step 3 – Research & Analysis

This is where we develop your Personal Financial Plan. We do this by following a series of critical steps. 
Objectives
Key Considerations
Assess attitude to risk
Required research & planning
Tax efficiency
Potential benefits
Potential solutions
Outcome

Step 4 – Present Recommendations

We’ll discuss the Personal Financial Plan we’ve developed specifically for you, setting out our realistic recommendations designed to achieve your goals.

Step 5 – Implementation

Once you fully understand your plan and our recommendations, we put it into action.

Step 6 – Ongoing Service & Relationship

You can agree to an ongoing service from us. This allows us to follow the critical steps to ensure your plan stays on track.