How we work
It’s the 21st Century, and we believe in using 21st Century technology! All our client contact is done through phone, live-chat or email – much more efficient than face-to-face meetings, but no less personal.*
*But please, feel free to make an appointment to stop by one of our offices for a chat.
What's the financial advice process?
Tell us about yourself and your situation.
We like to get to know you - who you are, what your financial situation is, and where you want to be in the future. That way, we can make a plan that works for you.
Have a 60 minute chat with a financial adviser
Our advisers are available when you need them to be. Get in touch through phone or video call as part of your free financial review.
Receive your free financial review in the post.
Give us a little while to prepare, and you’ll soon receive your review in the post. It will highlight several personalised recommendations that will help you reach your goals. From there, we can get started straight away or save the actions for later - there’s no obligation.