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How We Work

Transparency and keeping things simple are fundamental when we provide advice. You must be able to put your head on your pillow at night and understand and be at peace with the decisions you have made that day

After our initial contact, we look to arrange a mutually convenient time to meet and the first thing we do is put your mind at ease and confirm to you that our first meeting is without obligation or commitment on both sides and entirely at our expense and the first decision you need to make is which colour cup you want to drink from!

The purpose of our first meeting is to gather some brief information, and this always starts with Coffee, a blank piece of paper and a little technology! We discuss your primary needs and objectives, answer any questions you have and explain how our service works. We then agree a way forward and establish if we wish to work together for the long term or indeed if you just require advice one time only. We should also be able to give you an idea of what the cost of our advice will be.

Whether it is a full review of your financial plans, planning for retirement or advice on the most suitable mortgage for your proposed purchase, we will always ensure we gather sufficient information from as many meetings or telephone calls as necessary to ensure we know what is important to you. We are then able to use our skills and experience to conduct our research and analysis of your current financial position and priorities, to eventually be able to provide our advice and recommendations.

When you become a client, we can then offer to review your plans, arrangements, and priorities on a regular basis, and provide an ongoing service, helping you work towards your objectives, considering any changes in your personal circumstances, financial market conditions and relevant legislation. At this point you can then look forward to knowing you will always have access to local and independent financial advice.

Let’s have a chat about how we can work together