Before committing your time and ours, this phone call allows both of us to make sure our situation matches and we will be a good fit. This typically lasts about 15 minutes.

This is a deep dive to get to know you. This can be by zoom or in your home (if in Surrey). It typically lasts up to 2 hours. The cost of this meeting is on us,there is no obligation for you to proceed.  

If you decide to proceed,  we will put together a financial life plan based on our understanding of you, your aspirations and your finances.

​

We will present the initial financial plan to you, discuss scenarios and you can decide if you wish to proceed and receive our recommendations.

​

​

The Financial Conduct Authority does not regulate Cashflow Planning

If you go ahead, we will provide a detailed recommendation to you and discuss the advice given. Once you understand and are happy with the advice, we will implement this for you and deal with any administration, e.g. setting up a pension plan. Your existing products may be suitable so will only recommend new ones if necessary.    

Life always changes, so we will be with you every step of the way to make sure you are best prepared. We will monitor our advice throughout the year and have a formal session each year. You will also be able to access your own portal to track your wealth and direct contact should you need us.