In this initial free consultation, we aim to:

• Understand what is important to you

• Establish your objectives

• Explain how we can help you

• The cost of working with us to deliver your plan

Once you agree to work with us, we will:

• Deep dive into your existing investments/assets/insurances

• Analyse and present our findings

• Build your financial plan, underpinned by cashflow modelling

• Put forward our ideas and recommendations, including mitigating potential risks to your plan

After agreeing the advice, we will:

• Set up new accounts on your behalf

• Transfer and consolidate existing pensions, ISAs and investments where relevant

• Execute a new investment strategy geared towards your objectives

• Put in place relevant insurance

We will meet regularly to:

• Review and refine your plan as required (we appreciate your desires/life changes)

• Provide ongoing financial planning and investment advice

• Take into consideration any changes to tax rules and legislation, including new planning ideas

• Ensure you remain on track to meet your objectives