Call us on 01202 622223 for a no obligation consultation
Call us on 01202 622223 for a no obligation consultation

How we work

Getting financial advice can be a daunting process, however we aim to make it as easy and straightforward as possible for you. We will keep you informed at each stage of the process and only move forward when you are ready to.

Initial consultation

 When we first meet, we will discuss your needs and objectives, and conduct a thorough financial review.

This first consultation usually takes up to 2 hours. It is at our expense and you are under no obligation to proceed further. We will make you aware of our charging structure prior to any subsequent work being undertaken and you will be asked to agree in writing that you are willing to pay for any further work, whether you go ahead with our advice or not.

Following the initial consultation, the adviser and researcher will consider your needs and undertake a detailed analysis, using the latest software to create a bespoke solution from the range of financial products and services available.

At the next meeting we will discuss our research and explain how our recommendations meet your needs. We will provide you with personalised quotes and related documents and, if appropriate, we will provide a full report of our recommendations for discussion with you. Depending on the complexity of your requirements will depend on the amount of time spent and therefore the cost, however 4-6 hours is typical for this stage.

When you are ready to proceed, we will then complete the necessary paperwork and set up your personal client website. We then ensure that all of your paperwork is in order and undertake a compliance check to make sure that we have met the requirements of the Financial Services Authority and other regulatory bodies, which includes verifying your identity and home address.

We guarantee that:

  • The initial consultation meeting is at our expense and you are under no obligation to proceed further
  • We will be open and transparent about our costs
  • We will keep you informed through the process

Financial reviews

Over time your circumstances may change and regular financial reviews provide an opportunity to assess your financial goals to ensure that your financial plans continue to meet your needs.

We deal with all the administrative aspects of maintaining your plan and keep you informed of any changes or important developments. This includes dealing with product providers, producing valuations and analysis, and may include review meetings to keep your planning on track.

You can read our full terms of business here.

To find out how we could help you please call 01202 622223 or complete our contact form to request an appointment to discuss your needs – free of charge and with no obligation.

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