Discover your full potential

Your financial situation is unique. Nobody else saves, spends and invests like you do. It’s the same story for everyone we have ever advised. That’s why we’ve developed a thorough approach to understanding your individual circumstances, where you are now and where you want to be.

Step 1: Discovery

The Discovery is a two part meeting with one of our advisors, who will help develop a clear picture of the journey you have taken so far to determine your current position and circumstances. We take time to understand your feelings towards your finances, your views on risk, your aspirations, ambitions and your lifestyle.

Discovery Part I: The first part is broad and fairly general – an overview that sets the scene. And the cost is at our expense.

Discovery Part 2: More detailed research, with a view to gaining the in-depth understanding of your financial circumstances. The cost of this is £375 (plus VAT).

Step 2: Exploring your options

Based on the Discovery step and the information you have provided, we assess your circumstances and then present you with the choices available. We then agree your priorities before proceeding to the next stage.

You are always given sufficient detail and explanation so you can make an informed choice on how best to go forward, and of course, we will provide you with considered advice and guidance.

All your options are priced based on their scope and complexity, so there is no confusion or ambiguity as to what will be charged and why.

Step 3: Implementation

This phase is all about working together to enable you to achieve all your goals. Regular reviews play an important part in ensuring we remain on track