Our service starts with a no obligation consultation at our expense, to discuss your specific circumstances. This initial consultation can often be done over the telephone to identify if it is an area we can help you with. Even if we can’t help we may be able to guide you to a solution that is right for you.

Please do not hesitate to call us on 01628 636858 if you have a query that you think we may be able to help with.

As part of this consultation we will discuss the process we will follow and the likely costs associated with our services. We will always agree any costs with you in advance. This initial consultation is normally followed up by a meeting at a location and time to suit you.

At this meeting, we will discuss your current situation, capture your concerns and help evolve some key financial goals with you. Our aim is to undertake a full financial review of your circumstances however we can often identify some immediate actions which may benefit you whilst we gather together a broader picture of your financial life. A key part of our service is to not only help you reach your goals if all things go to plan but ensure that you and your family are protected should circumstances change.

Once we have gathered all the information, we will consider your situation, needs and priorities. We will consider a number of alternative strategies which may be right for you and discuss the benefits and the risks associated with each. Everything will be documented for you in a detailed report including our recommendations which we will go through with you in a follow up meeting. Our aim is to agree realistic and affordable priorities to assist you in achieving your financial objectives.

When we have agreed an action plan we will help implement it for you. This is where most of our clients feel the true benefit of our service. We will do the hard work for you, remember it’s our job to simplify your financial life.

You can download a copies of our 'About Our Services', 'Terms and Conditions' and 'Our Deliverables' below. These documents summarise the services that are offered and provides several remuneration options for you to choose from, giving working examples. You are also welcome to contact the office to discuss your circumstances and, if neccessary, arrange an appointment to investigate your needs further. In general your first meeting is at our expense and will help us to establish whether we can help, whether you need our help and the likely cost of any work that needs to be undertaken.

About Our Services

Terms & Conditions

Our Deliverables