Our financial process is designed to be jargon free, simple and straightforward with our clients at the very heart of everything we do. For this reason we have created a simple 5 step process.  

1. We ask that you complete a financial questionnaire which records your personal information. This ensures
    we can give the best and most appropriate advice specific to your own circumstances. The questionnaire
    can be completed online, by post or face to face with an Independent Financial Adviser.

2. At your first face to face meeting with our adviser you will be under no obligation to engage us and there
    will be no charge for the meeting. The purpose of the meeting is to gather information, agree a way
    forward and establish if we wish to work together for the long term.

3. Following the first meeting our adviser will carry out detailed analysis of your circumstances and financial
    objectives. A financial report will then be completed which is specific and appropriate to your needs.
    This will normally be posted or emailed to you prior to any further appointments being made.
    Our recommendations will be backed up by clear and concise information presented in a format which is
    easy to understand.

4. Our adviser will call upon you again to discuss the recommendations made. If you are happy and wish to
    proceed then our adviser will guide you through the process of putting our recommendations into action.

5. Once your paperwork starts to arrive, usually about four weeks after your agreeing to our
    recommendations, our adviser will call again to go through the recommendations and check you have all
    the correct paperwork for your records.

We will want to meet with you face to face at least once a year as detailed in our client promise;
our philosophy is built around long term client relationships.