How we work


There is no ‘one size fits all’ solution for financial planning – our service is bespoke to you. 



Our initial meeting with you will be at our cost – this meeting can typically take between 30 minutes to 1 hour. The purpose of this meeting will be for us to understand your current situation and financial aspirations for the future - this will also allow us to advise if we able to assist you.   


Information Gathering

During this ‘fact finding’ meeting we will be collecting and confirming all of your important financial information. Some of the key areas of this meeting will be to:

  • Establish your financial objectives and find out what’s important to you
  • Agree a suitable emergency fund to ensure you’re adequately protected in the short term
  • Understand your existing arrangements and how they could be used to meet your objectives.


Research & Recommendations

As a Chartered firm, you can count on us to conduct the necessary research to make a suitable recommendation.  We will consider your existing arrangements to ensure they are still meeting your objectives.

If necessary, we would have discussed and agreed an appropriate level of risk that will enable your investments to grow in-line with your expectations. 

A further meeting will take place to allow us to present our recommendations and discuss why we believe they will help you to reach your goals. You will have time to ask any questions and the opportunity to consider our recommendations before making any decisions. 



Upon completion of all paperwork, we will move towards implementation.  You will be allocated to one of our experienced administrators, who will work with you to ensure this process is handled as efficiently as possible.

Both your Financial Adviser and Administrator will see this process through to completion. 


Remaining on Track

We pride ourselves on building life-long relationships with our clients.  Not only will regular reviews ensure that longer-term plans are met – they will allow us to refine and make changes should your circumstances change. 

Our business has grown through personal recommendations from our many satisfied clients – we pride this on always providing a high level of service with each client we work with. 

Other Areas of Expertise