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How We Work

The Four Step Process helps us get to know you, and more importantly it also allows you to get to know us. The process is designed to build confidence for you as well as build a long term relationship.

For details on each step, please click on the link below…

Step 1 – The Discovery Process

The Discovery meeting is designed to give you the opportunity to discuss your current situation, your worries and concerns as well as the goals you want to achieve.  We are there to listen, provide input and advice in order to help you make the right decisions. 

Step 2 – Your Pension Audit and Wealth Management Plans

Following your Discovery meeting we will carry out an in-depth research into any existing pensions and investments you may have relating these to your circumstances. We will then provide you with the personalised recommendations. 

Step 3 – The Planning Meeting

We call this a 'Reality Check'. Having received your Pension Audit and/or your Wealth Management Plan, it provides you with the opportunity to ask those extra questions we all tend to have. 

Step 4 – Where recommendations are implemented

Providing you are happy, this part of the process is when the recommendations are implemented. We will fully case manage the implementations for you.

We then ensure that the whole exercise runs smoothly to completion.

Going Forward

We put in place our regular monitoring process once step 4 is complete. You will be notified immediately of any changes and, only with your approval are they implemented.

Should you wish to become a Family Client we will meet with you annually to ensure our advice remains current and relevant.

“Outstanding Solutions for Extraordinary People”

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