Our process

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation, your financial objectives and when you want to achieve them. We then develop a practical plan designed to help you meet these objectives. We will discuss the plan with you and agree the course of action you want to take.

Our Process


Discuss your aims and expectations

We provide you with an initial consultation free of charge, either face to face or by telephone. This helps us to understand your financial objectives and wider circumstances.  We can then establish how we can support you in working towards these goals. We will also discuss the cost, and the levels of our services, both initially and throughout our relationship with you.


Analyse and evaluate your current retirement savings

If appointed to undertake work on your behalf, this part of the process focuses on gathering information from all the providers of your existing financial arrangements.  We will analyse the products, charges and investment performance in light of your objectives and prepare investment reviews and analysis.


Provide recommendations & then agree your retirement plan

We present our detailed recommendation reports and analysis to you.  These reports detail your current circumstances and include all the relevant product literature.  We provide investment recommendations according to your attitude to risk, aims and capacity for loss, tax treatment and law considerations.  We also clearly set out how we would review your pension plans in the future. It is essential that you fully understand our recommendations and ask us any questions you have before proceeding.


Implement our financial planning recommendations

When you are happy with your retirement plan, we will make it happen, handling all fund and policy administration and contact with providers. Depending on the type of plan, it may take several weeks for things to fall into place.


Monitor and maintain your retirement plan

We will agree the most appropriate level of ongoing service with you and the frequency of future review meetings to assess changes in circumstances.  We will provide regular updates and information regarding your holdings and give you ongoing support with correspondence and administration issues.

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