Our Process
Stage 6 Ongoing Service
Regular reviews
If you choose, we'll meet on an ongoing basis to assess your strategy and implement the next steps in your plan.
Stage 1 Understanding & Analysis
Your goals
We establish your life goals, personal circumstances, aspirations and concerns.
Stage 2 Understanding & Analysis
Your information
We collect all relevant personal and financial data and establish your perceived risks.
Stage 5 Advice and Implementation
Implementation
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
Stage 3 Understanding & Analysis
Analysis
We assess your current position and how have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
Stage 4 Advice and Implementation
Design your strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.