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How we work with you

Our focus is on delivering quality advice not product sales.

Our process is therefore highly personalised and structured. This places our advisors in a position to build and design fully informed strategies, tailored to suit your needs and preferences.

First, we have an introductory meeting with you so you can get to know us a bit better and determine if you like us. The first 30 minutes of this meeting is free of charge and aims to see if we can help you, what your financial situation is and what your goals and aspirations are. 

From this point if you wish to work with us, we will prepare a fee estimate and letter of engagement to formalise and scope the advice we are going to prepare. The whole process is designed for transparency and to put you in charge of the relationship. You know what we are going to do, when we are going to do it and how much it is going to cost.

Our process is best summarised as follows: