How We Work

There are several key stages involved in finding you the best financial product or service for your needs and circumstances.

[timelinesimple layout=”vertical” align=”center” id=”” class=”” css=”” css_animation=”appear” contentargs=”%5B%7B%22timetype%22%3A%22events%22%2C%22icon%22%3A%22coffee%22%2C%22direction%22%3A%22left%22%2C%22text%22%3A%22Initial%20Meeting%22%2C%22content%22%3A%22A%20huge%20part%20of%20making%20sure%20that%20you%20get%20the%20correct%20financial%20advice%20is%20making%20sure%20that%20we%20know%20all%20about%20your%20personal%20and%20professional%20circumstances.%20We%20find%20the%20best%20way%20to%20do%20this%20is%20to%20set%20up%20an%20initial%20meeting%20at%20a%20place%20suitable%20for%20you.%22%7D%2C%7B%22timetype%22%3A%22events%22%2C%22size%22%3A%22large%22%2C%22icon%22%3A%22comments%22%2C%22direction%22%3A%22right%22%2C%22text%22%3A%22Fact%20Find%22%2C%22content%22%3A%22During%20this%20part%20of%20the%20process%2C%20we%20will%20gather%20all%20the%20relevant%20information%20to%20enable%20us%20to%20provide%20accurate%20advice.%22%7D%2C%7B%22timetype%22%3A%22events%22%2C%22size%22%3A%22large%22%2C%22icon%22%3A%22search%22%2C%22direction%22%3A%22left%22%2C%22text%22%3A%22Research%22%2C%22content%22%3A%22During%20this%20stage%20of%20the%20process%20we%20will%20formulate%20our%20advice%20and%20recommendation%20to%20you.%20This%20will%20involve%20researching%20the%20various%20options%20that%20are%20available%20to%20you%20and%20making%20sure%20that%20our%20final%20advice%20to%20you%20meets%20your%20needs%20most%20accurately.%22%7D%2C%7B%22timetype%22%3A%22events%22%2C%22size%22%3A%22large%22%2C%22icon%22%3A%22copy%22%2C%22direction%22%3A%22right%22%2C%22text%22%3A%22Preparation%22%2C%22content%22%3A%22This%20stage%20involves%20preparing%20all%20the%20necessary%20documentation%20for%20our%20second%20meeting.%22%7D%2C%7B%22timetype%22%3A%22events%22%2C%22icon%22%3A%22bar-chart%22%2C%22direction%22%3A%22left%22%2C%22text%22%3A%22Recommendation%22%2C%22content%22%3A%22At%20the%20second%20of%20our%20meetings%2C%20you%20will%20be%20presented%20with%20our%20advice%20and%20recommendation.%20This%20will%20involve%20all%20the%20research%20and%20documentation%20to%20back%20up%20our%20advice%20as%20well%20as%20all%20the%20provider%20documentation%20relating%20to%20the%20advice.%20Our%20advice%20will%20be%20explained%20thoroughly%20and%20without%20the%20use%20of%20jargon%20where%20possible.%22%7D%2C%7B%22timetype%22%3A%22events%22%2C%22icon%22%3A%22eye%22%2C%22direction%22%3A%22right%22%2C%22text%22%3A%22Ongoing%20Advice%22%2C%22content%22%3A%22We%20are%20very%20proud%20of%20our%20ongoing%20advice%20process%20and%20our%20clients%20value%20our%20ongoing%20advice%20very%20highly.%20For%20those%20that%20have%20signed%20up%20to%20this%20service%20we%20meet%20with%20our%20clients%20at%20least%20once%20per%20year%20to%20carry%20out%20a%20full%20review%20of%20their%20circumstances%20as%20well%20as%20to%20evaluate%20their%20original%20advice%20alongside%20their%20current%20needs%20and%20requirements.%22%7D%5D”]