What can you expect?

Our advice is proactive, independent and unbiased. We will follow a six stage financial planning process as outlined below:

Step 1: First Meeting
Step 2: Goal Setting Meeting
Step 3: Financial Bucket Presentation & Report
Step 4: Checkpoint
Step 5: Implementation
Step 6: Ongoing Review

Your first meeting is FREE and is all about letting you decide whether we are right for you.

If we are we will then develop with you a personalised financial strategy (we call this the financial bucket!) which will help you achieve your financial and lifestyle goals.

We will also review your existing arrangements and give a "second opinion" as to whether they are suited to your requirements.

Our services do not require a minimum 'qualifying' amount of income or capital. Anyone who wants to be financially well organised and achieve and maintain financial independence is welcome to use the service.

Review service

Our ongoing review service offers unlimited access to us by post or by telephone throughout the year plus at least one pre-scheduled face to face strategic review meeting set at agreed intervals (for most clients an annual meeting is sufficient).

Review meetings maximise the likelihood of you 'staying on track' to achieve your objectives.