Our Values and Approach

Our role is to make the complex simple. By doing this we allow our clients to make informed choices in a clear and transparent way. Importantly, we do not tie ourselves to any one provider, this ensures we can search for a solution that is right for you.

Our approach to advice has to be guided by your goals and concerns, we do however have a clear structure that has helped many clients feel more comfortable with their financial decision-making.

Our typical process can be broken down into 6 steps:

1. First Meeting – this is always at our expense and is an opportunity to find out if we would enjoy working together. It is also our chance to clearly explain the choices you have regarding payment of any fees

2. Discovery Meeting – having decided to work together, this is our opportunity to find out what hopes, dreams and concerns you have for the future

3. Research – we will carry out sufficient research to ensure your goals are matched with the best possible solution

4. Advice – we will clearly explain our advice ensuring that we make the complex simple

5. Implementation – we will put the agreed plan into action

6. Reviews – we will meet regularly to ensure the plan is on course, we will also give you relevant and pertinent information that helps you to make ongoing decisions

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