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Our Approach

Initial Meeting 

At the initial meeting we will ask lots of questions to understand what you are trying to achieve and whether we can help. It’s also an opportunity for you to find out what we do, what our charges are, and to ask any questions you might have.

Goal Setting  

Gather all of the information we need to understand your current financial situation and clarify your short, medium and long term goals.

Research & Analysis

At this point we will carry out a review of any existing plans you may have and research the market for the most suitable options available to you.

Report and Recommendations

We will provide a report outlining all of our recommendations. We will go through this together in detail, ensuring you understand all of the steps in the process.


If you decide to proceed with our recommendations, we will work with the product and investment providers to put your financial plan in place.

Ongoing Reviews

We will monitor your portfolio on an ongoing basis and provide reviews at pre-agreed intervals. This review process is vital in ensuring that your plan is on track to meet your objectives and in order to maintain tax efficiency.

Financial Plan Process.