THE ADVICE PROCESS

We understand that not everyone has met an adviser before.
Below is what to expect when you meet us.

Business Meeting

1. FACT FINDING

When we meet you we will ask a series of questions to take a snapshot of your current financial position and identify your objectives and goals.

Analyzing Graphs

2. RESEARCH

Our Independent status drives our research; we use technology such as Selectapension, Trigold and Defaqto to research the Whole Market to find the best solution for you.

Analysing the Numbers

3. PRESENT ADVICE

Our findings will be provided via a comprehensive report explaining the advantages, disadvantages, opportunities and risks.

Documents and Blurred Business Men

4. IMPLEMENT ADVICE

Where possible we will implement our recommendations, saving you from making mistakes and endless form filling.

Analysing the Data

5. MONITOR & REVIEW

Most client's opt for ongoing advice - this means together we will be reviewing your plan frequently and amending as either your circumstances change or the market changes.

Financial Report

6. TRANSPARENCY & COMMUNICATION

After your first appointment your adviser should have worked out what the expected costs of advice will be for your plan so you can decide if you wish to proceed.
You also have access to our client portal which provides real-time valuations and stores all presented documents to you for a full audit trail. (Click 'Client Login'>scroll down >'Demo Login' to see the portal in action)