Business Overview

Our Approach
The first step in the advice process is an initial consultation. This is free and without obligation. It allows us to get to know about you, your current situation and your personal objectives and attitudes. It also permits us to explain the service you can expect from us and the way in which we do business.

From this meeting, we will then be able to provide you with appropriate advice. This can be comprehensive, covering all aspects of financial planning or focused, concentrating on specific priorities as agreed with you. Our recommendations are presented to you in the form of a report.

Once you have had time to consider our report, you then have the opportunity to ask any questions you may have before we move on to implement the recommendations.

Finally, depending on the level of service you have requested, we will arrange the next meeting at which point we will update you on the performance of your plan and complete a review of your own circumstances to make sure your planning continues to meet your own needs.