In order to provide a consistent and comprehensive service we follow a set process.

Opening Meeting

During our initial meeting with you, we will introduce ourselves and explain our services. We will gather all relevant information from you including your financial goals and details of your existing plans. There is no charge for this opening meeting, it is primarily used as an opportunity to find out how we may be able to assist you further.

Creating the plan

Following the opening meeting we will analyse the information which you provided and create a plan or strategy suitable for your needs. We will present our recommended plan in written format which will fully explain its suitability and the associated costs, prior to implementation.

Implementing the plan

If you are pleased with our recommended plan, we will take the necessary steps to proceed. This may involve you completing paperwork, where a particular product is recommended or where an alteration needs to be made to an existing arrangement.

During this stage we will keep you regularly informed and write to confirm once the implementation is complete.

Finally, we will ask for your feedback in order that we may continue to provide a first class service.

Reviewing the plan

Once the plan is in place, we offer a regular review as required. This is an important element of the plan as it enables us to make adjustments to meet your changing needs.