Client Journey

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We understand that no client journey is the same, however our established process for tailoring our advice for you is paramount to our team. Here you can become familiar with how we develop our relationships with clients and ensuring the planning process is efficient and robust.

Getting to know you

We offer a free initial consultation with one of our expert independent advisers. During this time, it is important to us that we get to know you, your current financial situation, your financial ambitions and the people who are important to you in the planning process.

To us, this is the most important part of the process, and it also gives the client and adviser the opportunity to lay the foundations for a long-lasting relationship.

Tailoring your financial plan

After our initial meeting we will have clear focus and understanding to do our research. All our experts are independent, rest assured that we search far and wide to give you the best advice. This part of financial planning is what our advisers love to do!

Your bespoke advice

We will meet with you again with our bespoke advice and talk you through all the options that are best for your financial goals. Our advisers will explain every detail in a clear and easy to understand way and will answer all questions you have.

This is the first time you will see your tailored financial plan and we will ensure you have plenty of time to consider your advice.

Executing your plan

Once you are 100% happy with your financial plan, we will then get the ball rolling. You will be kept informed and updated at every step of the way by your adviser and one of our paraplanners.

We would only charge a fee at this stage based on what you are happy to proceed with.

Wealth Management

It is important to us that we are able to ensure your financial plan is kept on track and we can do this when you sign up to our Wealth Management service. If you use this service, you will receive monthly newsletters, we will meet you at least once a year and you can contact our team at any time.

This service gives us the chance to keep on pace with any changes to personal circumstances and ensuring you are on track to achieve your financial goals.

Get in touch. We are here to help.

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