How we work
Technology put to good use.
It’s the 21st Century, and we believe in using 21st Century technology! All our client contact is done through phone, video calls or email – much more efficient than face-to-face meetings, but no less personal.*
*But please, feel free to make an appointment to stop by one of our offices for a chat if you wish.
What's the financial advice process?
Tell us about yourself and your situation.
We like to get to know you - who you are, what your financial situation is, and where you want to be in the future. That way, we can make a plan that works for you.
Have a 60-minute chat with a financial adviser.
Our advisers are available when you need them to be. Get in touch through phone or video call as part of your free financial review.
Receive your free financial review in the post.
Give us a little while to prepare, and you’ll soon receive your review in the post. It will highlight 15-20 personalised recommendations that will help you reach your goals. From there, we can get started straightaway or save the actions for later - there’s no obligation.
What's in it for me?
Many different reasons to act right now.
Firstly, you'll find the whole process very educational. You don’t have to talk to an expert for long to start building your own understanding.
Secondly, you’ll get the peace of mind that what you’ve probably put off for a long time you’re now tackling head on and making sense of.
And thirdly, you’ll get a comprehensive financial plan worth over £1,000 - all without any charge.
Not bad for starters.
We’ll then let you know what each recommendation would cost if you were to take our advice. Again, obligation-free.
At this stage you could of course take our report and try and do everything yourself – which you’re absolutely free to do.
Our experience, however, is that by this point the vast majority of our clients recognise the value of having a qualified financial planner working for them to not just build and implement this plan, but also keep an ongoing eye on its execution.
So, what do you have to lose?
You could go elsewhere to just buy a single product, or you could invest 60 minutes of your time and build a financial plan which could quite literally change your life.
The choice is yours!