How we work with you
Your financial planning journey
1
Initial Chat
You’ll be asked a few questions to help us tailor our suggestions.
2
Free Consultation
A no-obligation meeting to discuss your financial situation, goals, and concerns.
This is where we get to know you, and you can assess whether we’re a good fit for your needs.
3
Data Gathering & Analysis
Once you decide to move forward, we will collect detailed financial information—income, expenses, investments, debts, and future plans. We can analyse your financial status to identify opportunities and challenges.
4
Presentation
Based on the data, we will create a personalised strategy designed to help you meet your short and long-term goals. This plan will cover budgeting, investments, retirement, and more.
5
Implementation
After finalising the plan, we will help you implement it. This includes setting up accounts, managing investments, or adjusting your savings plan. Regular reviews will be conducted to monitor your progress and make adjustments as needed.
FAQs
Is the first meeting free?
Yes! It is important that we both get to know one another and see how we can help you.
What areas do we give advice on?
We give advice on a broad range of different areas which include:
Pensions
Investments
Wealth Management
Retirement Planning
Tax Planning
Inheritance & Estate Planning
Life Insurance
Behavioural Coaching
We help build, protect, and pass on wealth.
Are we independent?
Yes. We are not tied to any product or provider. We give advice that is personal and tailored to you.
What is a Chartered Financial Planner?
Chartered status demonstrates a commitment to delivering the highest standards of professionalism and service. This qualification recognises the experience and technical knowledge that our clients benefit from.
Should I get a financial planner?
Every goal needs a plan.
Maybe you want to retire at a certain age? Know that you have enough to retire on? Pass wealth to your family to reduce tax? Protect your loved ones against the unexpected?
Sometimes the thought of all these questions can lead to putting things off... That’s where we can help!
When it comes to finances and goals that’s our cup of tea! We love nothing better than putting a plan together, explaining things in a jargon-free way, and seeing you get to where you want to be!
Are we regulated by the Financial Conduct Authority (FCA)?
Yes we are (you can check our company on the FCA website using this reference number: 1019471)
We are an Appointed Representative of ValidPath IFA Network, authorised by FCA to give regulated financial advice.