We understand that seeking the assistance of a financial advicer can be daunting. Here we take you through the steps of going from first meeting to becoming a long-term client. However, it is important to remember that every client’s needs and circumstances are different, and we will ensure that the process is tailored to suit your requirements.

Introduction Meeting

An introductory meeting to discuss your financial needs, understand your goals and objectives, and a chance to get to know each other.

Gather information

During this process we’ll gather your plan information, including pensions and investment held elsewhere, so that we can review your existing plans ready for our planning meeting.

Planning Meeting

We’ll discuss the information gathered, talk about the policies you already have in place, and discuss what options you have and next steps.

Presentation Meeting and Implementation

Based on our planning meeting and information gathered, we’ll present to you our recommendation, tailored on your individual needs.

Annual Ongoing Advice Meetings

We’ll arrange an annual ongoing advice meeting to review your goals and objectives, ensure your portfolio still matches you needs, and adjust and adapt to any changes in your circumstances, legislation, or the wider market.