How we work

how-we-workWhen we first meet, we will usually start off by discussing your aims and needs in general before going on to conduct a thorough financial review.

Following our review, we will take time to consider your situation and needs in detail, before writing a full report of our conclusions and presenting it to you at a subsequent meeting. We will then discuss our conclusions and recommendations with you, before agreeing the priorities, what should be done and when in order to achieve your objectives.

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Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part.

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