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Discovery Meeting

Meeting to understand your personal circumstances and current situation. We'll explain how we might be able to work together to formulate your plan.

Monitor & Review

Review dates will be agreed, at least annually to evaluate your progress toward your financial goals, and enable us to make any course adjustments.

Define goals & Objectives

Discuss your objectives, aspirations, and any concerns. We'll look at your attitude towards investment risk and discuss how this might fit into your personal plan.


At this stage every course of action we have recommended and agreed with you is put into motion. Our team will liase with product providers on your behalf.


We'll discuss our analysis of your current position and outline our initial thoughts for the plan, including actions required for you to achieve your goals.

Financial Plan

We present your Personal Financial Plan for your approval. Including how your existing finances can be best utilised to help you achieve your financial goals.

Russell House
20 Stockwell Street
ST13 6DS

01538 371 28801538 371 288