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How we do it

Whether you are looking for help in early-age financial planning, business finance or retirement income, we apply the same basic approach with all of our clients.


Step 1: Establishing the circumstances


Initially we will contact you with detailed questions specifically designed to assess how we can help you. We will also ask about your goals and expectations with regards to your finances.


Step 2: Constructing a bespoke financial plan


Once we have gathered all the necessary information we will build an individual financial plan to fulfil your needs and requirements. During the process we will maintain a close working relationship with you so that you are involved every step of the way.


Step 3: Implementing the financial plan


We will be available to guide you on carrying out the recommendations in your tailored financial strategy. Our practice is to assign a dedicated financial ‘coach’ to each of our clients in order to guarantee that plans are implemented on schedule and to minimise any potential issues.


Step 4: Performance review


As part of our services we are committed to periodically reviewing progress on plan implementation for all our clients. Please get in touch with us to discuss how we can set up an arrangement that is suitable for you.


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