Becoming a client

No matter how you come to meet us, your initial introduction with us is completely non obligatory. We may send you a questionnaire to help us understand a little more about your circumstances and how we can help you, which will be followed up by a telephone call, Zoom or in person meeting; whichever you would prefer.

Once we know a little more about you, we can assess your circumstances and goals and design a completely bespoke financial plan to help you understand how we can help you reach your goals.

We then implement your plans accordingly and work with you on a regular basis, reviewing your goals and circumstances at least annually, to review your progress and make sure you are on track to reach your goals.

What you can expect

• Annual reviews as a minimum – more often if this is beneficial
• A cash flow modelling report built into your financial planning to aid as a visual tool to see and plan for any gaps in your plan
• Pro active communication – outside of your annual review meetings, we keep in touch with all kinds of communication strategies; from regular news letters to company events, you can always expect to hear from us.
• We value Authenticity, Clarity and Simplicity – we don’t use fancy words or technical jargon. We break things down and unpack them for you as clearly and succinctly as possible

Why work with us

• Understanding
• Expertise
• Objectivity
• Comprehensive financial planning
• Accountability
• Peace of mind