An introductory meeting to fully explain how our service works, identify your primary objectives and to provide an outline of our fees and costs.
Here we start to fully understand your objectives so we can develop well defined goals.
We do this by utilising the latest independent research tools.
We will discuss your Personal Finance Plan we've developed specifically for you, setting out the recommendations designed to achieve your goals.
Once our advice has been agreed, we will proceed to implement the recommendation.
We offer an ongoing relationship to ensure your Personal Financial Plan stays on track.