Our Process

Before scheduling an appointment, we may first ask you to provide us with some personal information and the reason for contact. This ensures we are thoroughly prepared before our first meeting so that we only use a minimal amount of your time. We will then arrange a free initial meeting, either face-to-face or virtual, to discuss your personal and professional aspirations and your current financial situation, including your objectives.

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When we have established your objectives, your personal adviser will start to formulate potential solutions to meet these goals.
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At this point your adviser will draw up a personal financial solution and talk you through how it will meet your stated objectives for the future. He or she will explain the pros and cons of the solution and any chosen product, to ensure that you are able to make the right choice.
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Once you have decided on the best course of action, your adviser will guide you through the implementation process. We are able to carry out every aspect of the plan we have designed for you, whether it be setting up a trust or transferring a pension.
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Your personal financial adviser will be in contact regularly to update you on any progress. They will also make suggestions about how your personal plan can be improved in light of industry or regulatory change or simply to help you reach your objectives more efficiently.
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We understand that over time your circumstances and objectives may change, which is why we ensure that all financial plans are flexible. Your adviser will meet with you regularly to find out about any lifestyle changes and developments in your objectives in order to adjust your financial strategies accordingly.
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How We Are Paid


We value transparency and will discuss and agree fees for our services in advance of any work being completed.
All our fees are flexible and are based on your own unique set of circumstances.