The main purpose of our first meeting is to find out about you, your financial circumstances, and what you are trying to achieve. It is also an opportunity for you to get to know about us so that you understand what we do and how this can help you going forward.

It’s important to say we don’t charge for this first meeting, and there is no obligation to sign up for our services

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Based on what we learned in our initial meeting, we’ll then go away and conduct some research. This may include looking at your existing assets and identifying any gaps, preparing a cashflow forecast and preparing a report on the options available to you.

We’ll meet again to present our recommendations to you. You’ll have the chance to ask questions and make changes where you see fit.

Once you’re happy with your plan and you’ve signed it off, we’ll begin to put it into practice. At this point you don’t need to worry about anything – we’ll take it from here!

We tend to get the best results when we work with you on an ongoing basis. As part of this service, we’ll typically meet annually to review and update your plan, making sure it’s still relevant and aligned with your goals.