How We Work

FAQs

Introductory Meeting– We begin with a complimentary meeting where we aim to understand your financial needs and objectives, answer your questions, whilst you also get to know us. There is no pressure to commit.

Information Gathering – Once we agree to work together, we will gather the necessary information and conduct research on your behalf to create a Financial Plan tailored to your objectives. 

Recommendation Meeting – We will present your Financial Plan, giving you the opportunity to raise any questions. This process is educational, aiming to provide you with the confidence to make informed decisions. 

Implementation– After you approve the Financial Plan, we will start implementing our recommendations. You can relax knowing we will handle all necessary steps to turn your Financial Plan into reality. 

Review – Our financial planning process is continuous. Depending on the frequency of reviews needed, we will regularly update your “fact find” and recommend any necessary adjustments to your plan. Our proactive approach ensures we are always there to support you as new advice needs arise, guiding you every step of the way.