Let's work together

Realising your dreams could be more possible than you think. With a personalised financial plan, and regular check-ins to make sure you’re on course, we aim to support you to make the most of your money. So, whatever stage of life you’re at, we’re here to help.

Developing your personalised plan: How we work with you

STEP 1

Your free initial consultation

Getting to know you is key
  • An adviser will get to know you as well as your hopes and dreams for the future.

  • There's no need to fill in any lengthy paperwork ahead of the initial consultation.

  • Your initial consultation will be designed around you. We can meet via the telephone or video conferencing. Just let us know what works best for you.

STEP 2

Your financial planning appointment

Understanding where you are
  • After your initial consultation, you’ll be invited to your financial planning appointment. This will take between 60 and 90 minutes and will be an opportunity for your adviser to gain a deeper understanding of your finances.

  • For your adviser to fully assess your financial situation, we ask that you bring any relevant paperwork with you. We’ll tell you more about this ahead of your financial planning appointment.

  • Your adviser will help explain what can often be complex financial terminology in a clear, visual format. We’ll also be able to play out different scenarios that can help you understand the options available to you.

STEP 3

Presentation of your financial recommendations

Setting your goals
  • Following your financial planning appointment, your adviser will analyse the information you provided and begin preparing product and service recommendations for you.

  • When your personalised financial plan is ready, your adviser will provide details of the specific products and solutions recommended, their benefits to you, together with any associated risks.

  • The presentation of your financial plan and recommendations will take around 60 minutes. If needed, your adviser will be joined by other experts such as trust or investment specialists.

  • There are no hidden costs. You'll only start to pay if you choose to go ahead with our recommendations from your personalised financial plan.

Step 4

Putting your plan into action

The fuel for your rocket
  • When you’re happy with your personalised financial plan we can start putting it into action.

  • Your adviser will now explain the fees and charges for the products and services they have recommended.

  • You’ll also be given account and log-in details for the Wealth Portal. This is a secure on-line account where you can view up-to-date details of all your investments, including performance and valuations.

  • Through regular check-ins, we’ll review whether your financial plan is still on course to reach your goals. After all, money is simply the fuel for your rocket to take you to where you want to be.

Let's start with a free initial consultation

We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

Frequently asked questions

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