Process
How we work
My business proposition follows a disciplined approach. A brief summary of my detailed advice process is listed below.
Examples of the typical fees applying for each section of the advice process will be made available to you on request. Please use the contact form on this website.
Initial Financial Assessment:
After our no fee introductory meeting, I will initially look to gather detailed information on your current personal and financial position.
The main focus will always be on your future goals and objectives.
Design
Following the initial research, I will design a detailed and personalised advice plan for you. This may include recommendations for change in relation to existing plans or bespoke advice on new structures to meet your stated and agreed objectives.
Build
Once you have reviewed my report and recommendations, we arrange a further meeting with a view to agreeing the action plan and build the structures in order to improve your financial future.
Maintain
It is vital we continue to review and monitor your plans to ensure we maintain progress on your agreed objectives. These review meetings also allow us to review current market conditions and update any of your personal changes since our last meeting.
Outside of the initial no fee assessment, all work is carried out on a fixed fee basis, which is agreed in writing with you in advance. Further details on typical fees that apply for the various services we offer will be made available on request.