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Our simple process is broken down into three steps
1. Listen & Discuss
Your financial adviser will take time to understand your situation and what you would like to achieve with your life.
2. Recommend
We look at your current situation and recommend any amendments necessary to help you achieve your objectives. This is where the exciting stuff happens.
This will mean reviewing and gathering information on your current products, such as pensions, investments and insurance, but these are not the main focus.
3. Implement
We put any recommendations made into place so that your finances match your financial plan. This could involve opening new accounts, withdrawing some money or changing your investments.
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Repeat
Life doesn't follow a straight line, the future is never certain and we don't have a crystal ball. Whether it's what you want from life changes, or the world we live in does, it's important to regularly come back to your plan and adjust accordingly.
So, we regularly track and tweak your financial plan to make sure it meets your requirements.
Provide long-term objective support
We will tell you how it is and hold you accountable to the things that you say you will do over the years.
Reduce financial stress
We will make sure that your financial plan is robust and secure so that you know you will be safe – whatever life throws at you.
Do the work and run
We will not simply help you out and then leave you to it. We will provide you with constant telephone and email support throughout our relationship.
Shoehorn you into a product
Products (pensions, investments, etc.) are just tools to help you get to where you want. That’s why we look at these at the very end, and only once we’re sure that you absolutely need them and they are right for you.
What we will do:
Prevent financial self-harm
We will work with you to give you confidence and clearness to ensure that you make financial decisions that align with your life.
What we won't do:
Use complex terminology and financial jargon
We don’t find big fancy words impressive, and we know you don’t either. So, we don’t use them.
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