We discuss your personal and financial situation, clarify your goals and explain how we can assist. We‘ll also outline the next steps and answer any questions you have about our services.
 

We meet to thoroughly assess your personal and financial situation and discuss your goals and objectives. We build up a complete picture of you and your money and agree an initial outline plan of action.
 

Our administration team gathers all necessary information from your financial product providers. This is required so we can conduct our research, run analysis and create your strategy.
 

Our technical analysts review your financial information and assess how it aligns with your objectives. We then research and evaluate the best products and providers to help you meet your goals.
 

We design an effective strategy that will best meet your specific goals and objectives, detailing each step that needs to be taken. We create a comprehensive report for discussion at our Strategy Meeting.
 

We meet to discuss your strategy and explain how it will help you meet your goals and objectives. We cover the costs and benefits in clear terms and answer any question you may have.
 

Once agreed, we implement your strategy. We liaise with your financial product providers to manage your policies and paperwork. We keep you informed throughout and notify you when everything is complete.
 

We verify that your strategy has been implemented successfully. We then regularly monitor, review and reassess your strategy to ensure you remain on track to achieve your long-term objectives.