Our Process

Independent financial advice

We always aim to put the client at the centre of everything we do. We offer a free initial meeting, where we can get to know you, and see whether we are a good fit to help you achieve your financial goals.

Initial Meeting

At this first meeting, which can be conducted face to face, in one of our offices or via video or telephone call, we will collect information about you and your finances. This will include discussing your current financial position and your longer-term needs and overall financial goals.

It’s important for us to understand your expectations and personal situation so we can offer the best advice and recommendations.

Analysis and Review

After this initial meeting, we will contact the providers of your existing plans, should you have any, to gather further information so we can complete an analysis of your current position. Our expert team will analyse your plans and finances, considering your attitude to investment risk, and create a plan to help to achieve your objectives.

We will arrange a second meeting, where we will present our advice and give you a formal report detailing why we feel these recommendations are appropriate for you.

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The Right Solution to meet your Financial Goals

Once you are comfortable, we will start putting the recommendations in place and set up any new plans.

Whilst, occasionally, you may only need one piece of advice, the majority of our clients take advantage of our ongoing advice service. This means we will continue to work in partnership with you, reacting to changes in your circumstances or the markets to keep your plans on track.

Discuss your financial goals with our chartered advisers today.

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Our Process
Meet Mark Evans, our expert in Investment Advice.