How We Work
Our expert team will guide you through each stage of the financial advice process.
Our 6 stage process
We will work with you to build your financial plan following an established six stage process. This covers goal setting, data gathering and analysis right through to detailed construction. We will then review this plan with you on an ongoing basis as you progress towards your goals.
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How we are paid
Your first meeting with us is always at our expense so you can be comfortable in knowing that it will cost you nothing to see if our services are right for you.
Free consultation
As a result of that first meeting, if you believe our services can be of benefit and you are happy to work with us, we will discuss how best to progress and agree a fee for the work we will be undertaking on your behalf. This fee will be charged on the implementation of any advice and is based on a percentage of the money being invested.
Looking at the bigger picture and thinking ahead
Although the fee may vary depending on the financial planning involved, it will follow our underlying philosophy on fees, which is:
- To be clear and simple at all times Our fee structure is uncomplicated and easy to quantify.
- To offer value for money We believe that our fees are competitive when compared to other advisers for similar services and products. We only charge where we believe that we benefit your financial planning outcomes.
- To be impartial and independent Our focus is on choosing the right strategy for your circumstances.