Our approach

Exceeding your expectations

Before you get in touch, it’s helpful to know what you can expect from the financial planning process. Exceeding those expectations comes with the results we aim to achieve on your behalf.

Your situation is unique. Which means you deserve a financial planning service tailored to your exact needs and goals. We follow a simple 6-step process which makes this possible.

  • 1

    Getting to know you

    In our first meeting, you tell us about your financial situation and what you want for your future. We explain our services and fees. Together we will discuss your needs and objectives. It is an opportunity for us to get to know each other and ask questions.

  • 2

    Compile and collate

    When you're happy to proceed, we'll go through your financials to obtain a comprehensive picture of your circtumstances, assess your attitude to risk, pinpoint priorities and define specific goals en route to making your dream a reality.

  • 3

    Explore and analyse

    Once we have a through understanding of your facts and figures, we research the market and analyse all criteria, so we can identify appropriarte plans and develop your personal solution.

  • 3

    Explore and analyse

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  • 4

    Presenting your personal plan

    We will present you with your personal plan, answer your questions and confirm each individual step in the recommendation; reviewing its implementaion timeline and the costs to make sure it meets your objectives.

  • 5

    Making it happen

    We put your plan into action exactly as we've agreed - keeping you posted with progress and notifying you once everything is set up and activated.

  • 6

    Regular reviews

    The best plans are those which adapt to changing circumstances. You'll receive regular progress reports and, at prearranged intervals, we'll meet to review your circumstances and your portfolio and make sure it meets your expectations.

  • 3

    Explore and analyse

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And as your life changes, your financial plan should too.

We strive to form long-term relationships, meeting the needs and expectations of our clients on a continuous basis.

For an external, independent analysis and evaluation of your wealth situation and financial future, you can make an appointment using our contact form, email directly or just give us a call on + 44 (0)207 439 8509.