You’re unique and so is your wealth so everything we do is bespoke to you. 

Whatever your circumstances, whether it’s a new job or promotion, having children, buying a house, selling a business, or you’re just curious about your finances, we’re here to guide you on your journey. Everyone’s journey is different, but here’s a rough outline of what to expect.

Step 1: Are we a good fit?

At the first stage, we’ll meet to find out if we are right for each other. We strongly believe that to be able to discuss your finances, we first need to know your story. Only when you’re happy to proceed will we ask you to provide detailed information about your finances.

Step 2: Your financial plan 

If we’re a good fit, at the next meeting, we’ll talk about your life experience with money, your aspirations, and your goals. We’ll create a draft financial plan which will be the foundation for our entire working relationship. 

Step 3: Taking action

To provide bespoke financial planning, we use a lifetime cash flow planning software programme that gives us a vision of your financial future and helps us understand what you need and when.

From retirement planning to buying a new home, we can test different scenarios and instantly understand the impact of key decisions on life events along the way.

We’ll help you identify ‘your number’ – the amount of money you need for the rest of your life. This is different for everyone. 

Then together, we’ll implement your financial plan so you can take control and have clarity on your financial future.