There’s no charge for your initial consultation. We use this meeting to get to know you — your goals, your priorities, and whether we’re the right fit to help. It’s an open, pressure-free conversation.
If we both decide to move forward, we’ll explain exactly what the next steps look like and what any future costs will be. You can read more about what we do and how our fees work before we begin.
We start by meeting in person or online to really understand your full financial picture: what you have, what you want, and what’s been worrying you.
This stage is all about getting clarity before making decisions.
Next, we build a bespoke plan combining financial planning, investment advice, protection, and tax efficiency.
You’ll get a detailed proposal in plain English, showing exactly what we recommend and how it supports your goals.
Once you’re happy, we bring your plan to life.We take care of the setup and paperwork, working with your accountant or solicitor where needed.
You have full visibility through our secure online portal and updates at every step.
Life doesn’t stay still so neither should your plan. We check in regularly to make sure everything stays on track as your circumstances evolve.
Whether it’s a new role, a move, or new priorities, we’ll adjust the plan accordingly.
Got a question or want to chat about your plans? Fill in the contact form below or drop us an email – whichever you prefer.
