1. Introduction
Our first meeting together is an informal discussion for us to get to know each other and determine the type advice you are seeking. I will listen to the details of your current situation, what foundations you have in place and an overview of the direction you would like to move in life. This initial discovery meeting is on us. We will detail our fees if you wish to take things further. Most importantly, we will get to know you and we can let you know if we feel we can add value.
2. Advice preparation
Once it is agreed we can add value to you and your future, we complete our research and analysis, collating our advice in a formal proposal tailored specifically for you.
3. Presentation
We will present our recommendations to you, taking the time to listen and ensure that we have articulated to you why the recommendations have been made and that you are happy with our proposals.
4. Implementation of advice
Once we have presented our advice, addressing all your questions, we will proceed with implementing the advice with your consent. We follow up with all parties involved (accountant, solicitor or external providers) and ensure everything is in place as per our recommendations. We will also let you know once everything is finalised.
5. Ongoing Service and Review
As your life and the world around you change over time, so too must the strategies which form your plan. We partner with you over the years ahead to ensure you reach each milestone. We also use this time to update you on any significant legislation amendments that may affect you. We are here for you to contact us between reviews if your circumstances change or you need our expert advice.