Our process and approach

Our 6-step Process

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  1. Initial meeting

  A quick, friendly chat to understand what you need. No pressure, no cost, just seeing if we click.
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  2. Discovery meeting

  If we’re a good fit, we’ll send a quick agreement and book your discovery session. It’s where we get to know your goals so we can shape a plan around you.
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  3. Analysis

  We’ll review any investments, savings or protection you already have to see whether they still align with your goals and objectives.
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  4. Planning meeting

  We’ll walk you through your cashflow and show how our recommendations support your plans, agreeing together on any tweaks along the way.
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  5. Implementation

  We’ll prepare your advice and all the paperwork, making everything as straightforward as possible. You’ll always have time to reflect, with no pressure from us.
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  6. Ongoing reviews

  Life changes and plans need to keep up. We’ll meet at least once a year to review your progress and discuss whether any changes may be needed to help support your goals.