Our Approach

Understanding the financial process

Your first meeting with us is an opportunity for us to get to know each other a little better.

We will take this time to discuss how we will work with you, and to find out if financial advice is appropriate for you, whilst discussing our standard services and fees.

Working with you, we will establish your short, medium, and long term goals. We will work out the cost of achieving your goals, and analyse and evaluate your financial status. We will use this information to develop a personalised plan for you. We will then help to implement that plan, and monitor it for you going forwards.

Financial Plan Process