How we work
We ask questions, listen and get to know who you are. This allows us to develop an understanding of your financial circumstances, needs and objectives. For this, you'll need to set aside some time to talk to us - the first one-hour consultation is free. There's no charge, and no obligation, while we find out together if it's worth going ahead.
Depending on your instructions we will carry out a financial analysis based on your current situation, and taking into account any specific needs and/or objectives you may have. You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).
We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews. Our advice will be delivered in a manner that is both confidential and consistent with your needs.
All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.