Let's work together

In as little as three hours we can build you a personalised plan to help give you financial peace of mind.

What's more, the meetings you have with us before you are presented with your personalised financial plan are free of charge.

Your financial wellbeing could be as close as four steps away

STEP 1

Initial conversation

15 - 30 minutes

Our first conversation will take place over the telephone, and we will focus on understanding your current situation, your dreams for the future, and what you hope to achieve with your wealth.

There's no need to fill in any lengthy paperwork ahead of the call.

STEP 2

Financial planning appointment

1 - 1.5 hours

This meeting will take place with your Personal Wealth Adviser and will focus on developing a deeper understanding of you and your future goals. Your adviser will explain everything in simple terms and can create a visual timeline of what your financial future could look like.

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 what you'll need ahead of your financial planning appointment.

STEP 3

Presenting your financial plan

1 hour

Your adviser will present your plan and their recommendations in a follow-up meeting. Before presenting the plan they will recap your previous discussion and double check that your situation hasn’t changed.

If needed, your adviser will be joined by other experts such as trust or investment specialists should you have any specific questions about our recommendations.

Step 4

Putting your plan into action

When you’re happy with your financial plan we can help put it into action. You’ll be in control with our Wealth Portal - a secure online account where you can view up-to-date details of all your investments with us.

You have the choice of one-off or ongoing advice, whichever suits your circumstances best; and if your circumstances change, you are not tied into either advice service.

If you choose our Ongoing Advice Service, we’ll be here throughout your financial journey when you need us to make sure your plan stays on track.

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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