How We Work

When it comes to your personal finances, we believe it’s important to be clear and transparent with what we do and how we work. We want you to have peace of mind.

We believe it is very important that we have a good relationship with our clients. That is why we will always organise an initial face-to-face meeting. The purpose of this meeting is to understand your situation and how we can help you achieve your objectives. We do not charge any fees for this service.

This gives us the opportunity to fully understand your circumstances and also gives you an idea of what we offer and how we can help you.

Following this, we will send you a follow-up email (or letter, if you’d prefer) to summarise what was discussed and the next steps that need to be taken.

Once this is agreed, we will meet again and confirm the best course of action for you. Next, we will begin to act on the plans we have made. It is important to note that we will not act on any advice given until it is agreed in writing.

Following this, we would look to continue to serve you and your family under our agreed service level. For more information, please see our dedicated Services page.


Talk to one of our team members today by calling 01403 701026 to find out more about our services and how to get started.

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