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Your Journey



“If you don’t know where you’re going, any road will get you there”

Lewis Carroll

We want to be by your side on your journey.  We love seeing you progress towards your goals and achieving the peace of mind you deserve.  We know there will be ups and downs as you move through life, so we will be there to help you through the tough times and keep you travelling towards financial security. 

Our five-step process is designed to build the foundations of a relationship that we hope will last decades.

1. Understanding You

After your initial enquiry, we will arrange a time for a face-to-face meeting in order for us to get to know one another.  This meeting is complimentary as it’s really important that both sides are sure that we want to work together and that the service we provide will add value to your situation – if we don’t think we can we’ll tell you and point you in the right direction for your needs.  We’ll also talk you through the costs involved with engaging with our service and ensure you fully understand these before proceeding to the next stage.  

During this meeting, we will ask questions about your current situation and how you want your future to look.  We hope this will be thought-provoking, as it will help us paint of picture of what is important to you.  We listen to you so that we can use this information to build your financial plan.

2. Creating Your Financial Plan

Once we have agreed we will work together, we then obtain all the necessary information on the pensions, investments and insurance policies you hold currently.  We review these existing assets to establish whether they are working as hard for your future as you are.  As we are independent, we will source the right solution for you from the marketplace, as we’re not restricted to one company or provider.

It’s likely this will take around four to six weeks as it’s important we obtain all the information we need before we move forwards.  We input this information into a Cashflow Projection which is tailored around the goals we have agreed in our first meeting to create your Financial Plan.

3. Discussion and Agreement

We’ll arrange a second meeting during which we will discuss our findings and present you with our advice.  We will discuss the reasons behind our recommendations and explain the benefits and any disadvantages of following our advice. We will talk you through your Financial Plan to ensure that you fully understand why we believe the recommended steps will bring you closer to achieving your goals.

We will answer any questions you may have and explain the tax implications of our advice while reconfirming the costs involved.  You are under no pressure to follow our advice, but if we have listened to you and understood your situation properly, we hope doing so will help you on your journey to financial freedom.

4. Taking Action

Once we have agreed on the best course of action, we will implement this for you.  We deal with the pension and investment providers so you can focus on the important things in life.  We’ll help you sort out your paperwork so that you know exactly how and where your money is invested.

We’ll let you know when everything is in place and the foundations of your Financial Plan have been laid.   

5. Ongoing Service – Track and Update

We believe that getting all your assets in the right place is just the start of your journey.  We know that life is unpredictable and that your Financial Plan must adapt to major events such as finishing work, selling your business or your children going to University.  We hope to work with you for many years in order to track the progress you are making on your Financial Plan and update it on an ongoing basis to reflect changes in tax, investment returns and your evolving requirements.

We will work closely with you to focus on the parts of your Financial Plan you can control while switching off from outside noise.  We ensure the level of risk that you are taking with your investments is suitable for what you are trying to achieve and allows you to sleep well at night.  Our Annual Planning Meeting will be used to reconfirm your goals and update your Financial Plan with any changes in your priorities.  You will enjoy the peace of mind that a trusted expert is always at the end of a call or email to answer any questions you may have.

If you’d like to start your journey, please get in touch to arrange your free initial meeting.

Ready to start your journey?


We would love to be by your side throughout your journey.

Let us use our experience to help you.

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