Our Process

Our Process is designed to ensure that we provide relevant and bespoke advice to each of our clients needs. There are five steps involved as detailed below.

Engagement & Discovery

We start with an initial meeting where we fully explain how our service works, identify your objectives and answer any initial questions you may have.

We go through a Confidential Review (known as a fact find) with each client so that we can fully understand your current financial position and pin point the needs you have. We also analyse your attitude to risk.

Research & Analysis

This stage is completed by us in our office and involves us liaising with any product providers you currently use. We consider what risk you are willing to take, how your current provisions are positioned to contribute to your objectives, and what actions are needed to meet your objectives. We will also analyse the cost, flexibility, performance and investment choices available, look at what allowances are available to maximise tax efficiency and generate a plan of action.


We meet with you to discuss our financial plan we have developed for you. This sets out the realistic recommendations designed to meet your goals and improve your financial position.


Once you fully understand your plan and our recommendations, we put it in to action, taking care of the administration and paperwork for you

Ongoing Service & Relationship

We pride ourselves with the ongoing relationships we develop with our clients. Our ongoing service allows us to revisit the advice provided and, where needed, take action to make sure it continues to meet your objectives.