1. Build a Picture
We get under the bonnet to understand your past financial decisions, your current financial position and your goals for the future.
2. Research
we spend some time researching any current financial products you may have to ascertain their appropriateness and value. We also research the market for the best solutions for your future.
3. Recommendation
once step one and two are complete we will formulate a recommendation specific to your needs and goals
4. Review Meeting
we will meet you and go through our recommendation in detail and take your instructions at this time as to what business you may like to proceed with.
5. Ongoing Support
we will work closely with you and meet on a regular basis into the future to ensure we are there to support all your financial needs as your life progresses.