Step 1

Getting to know you

This initial meeting is dedicated to us getting to know each other. We will spend time discussing all aspects of your life, your objectives, your current situation, what makes you tick and what your priorities are for the future.

Step 2

The Details

Once agreed we would like to work together, we will send out a client agreement to you.  This lays out in plain language our process and our fees. Then we will have a meeting to get into your details, this is where we go through all of your current investments, pensions, protection, how you view risk and your key objectives for the future. We use this to form the basis of your Financial Foundations Plan.

Step 3

Creation

We take around 4 weeks to create your own Financial Foundations Plan, once completed we will sit down with you and go through the Financial Foundations Plan helping you to understand:          
A. Where you are at currently
B. Where you are aiming to be
C. What changes (if any) need to be made to get to where you want to be
D. Our strategy for achieving those goals

Step 4

Action

This is the stage where we put your Financial Foundations Plan into action. Everything we discussed during your Financial Foundations Plan meeting we will now put into place and set you on the course to achieve your objectives.

Step 5

Building

We’ve laid the foundations, now each year we will review your Financial Foundations Plan, make sure it is building your wealth to achieve your objectives and to assure that as your objectives and priorities change over time we ensure we build in a manner that can accommodate these.

You’ve read the steps of how we work with you now, if you’re ready to learn more about our company, click the link below.