Our Process

Our process, step by step…


Establish Requirements

Together we will establish precisely what services you require from us.

Provide Information

You will provide us with all the necessary information required to identify the full picture. It is important you tell us everything that is relevant, so we may offer you the most appropriate and reliable advice for you. We have developed a questionnaire that will guide you through this process, which we will ask you to complete. Please refer to the checklist in your welcome letter so you have everything you will need with you.

Define your goals

We will work with you drawing out and defining with you what your vision is of your future and from there establish clear priorities and goals. After all, if goals aren’t determined, how will you achieve a successful outcome?

Analyse & Evaluate

We will analyse and evaluate your current financial status (including any problems).

Make Reccomendations

We will develop and present to you our recommendations in an easy to follow document.

Discuss in detail

We will discuss our recommendations with you in detail.

Agree together

Together we will agree on an appropriate course of action, including any changes you may wish to make.


We will then implement the agreed plan following a structured process.

Review Progress

We will contact you according to an agreed schedule to review your progress.

Ongoing Reviews

We will review your financial plan on an ongoing basis or when a major change occurs. This is vital for success. Your financial plan is a living document that should always be relevant to your current needs.

We believe that financial planning should be accessible to everyone regardless of wealth, age or circumstance. If you want to be involved in your financial future, whether saving for a home, educating children, planning your retirement or just peace of mind, we are happy to work with you.