Our initial conversation is about what you think you need and why. It will involve gathering necessary information about you – your current circumstances, family, business, work, finances, assets and liabilities.
A detailed questionnaire covers all aspects of your financial life.
We identify the issues that relate to you. These are prioritised, then we investigate solutions, develop plan/s and produce a strategy.
We will meet again to make sure that we truly understand your situation.
We discuss your hopes and dreams for life now, in three years and ten years.
At this stage we agree how we will work together so that we can operate as an active partner in helping you to achieve your life goals.