The way we work

Step 1
Engagement

Identify your needs and objectives

We will arrange an introductory meeting to fully explain how our service works, identify your primary needs and objectives and answer any questions.

Step 2
Discovery

Gather Information

If you feel you can benefit from our service, we will work with you fully understand your objectives and develop these into well defined goals. Your adviser will gather financial information to provide a comprehensive picture of your circumstances.

Step 3
Research & Analysis

Prepare an analysis of your situation

Once your objectives are agreed, we will do our research and provide you with a detailed analysis. This written report provides an analysis of your current position and identifies any areas to develop and act upon.

Step 4
Plan Presentation

Develop an action plan

Once we’ve constructed your plan, we’ll take you through it stage by stage. It will set out specific and realistic recommendations designed to achieve your stated objectives over an agreed time period.

Step 5
Implementation

Plan implementation

Now it’s time to put the plan into action. We will complete all the necessary paperwork and submit to the selected companies.

Step 6
Ongoing service
& relationship

Monitoring your progress

Where an ongoing service is agreed, we will regularly review the implemented plan to ensure it is on track with your objectives. Reviews will take account any changes in your personal circumstances, financial market conditions and relevant legislation.

Tax Planning and Inheritance Tax Planning advice are not regulated by the Financial Conduct Authority.