how we work

We know that seeking financial advice can be daunting, so we want to explain how we work and our fees so there’s no surprises! 

Easy as that! You can call, email, click the button below, or even WhatsApp us. We know taking that first step can be difficult, but rest assured we are friendly and approachable. When we hear from you, we’ll have a quick chat and book you in for a discovery session.

 We use the discovery session to find out more about your needs, answer any questions you may have, and explain more about how we might be able to assist you. The discovery session can be either by call or zoom. We stand the cost of this call, so there is no charge to you.

It may be that we have answered all your questions in the discovery session. If so, fantastic, you have peace of mind, and we have passed on our knowledge to help. 

But if you need further financial planning we will book you in for a fact find meeting, this can be face to face, on phone, or on zoom. Whatever is easiest for you.  
 

In this session we will dig deeper into your needs, explain how we can assist and what charges will be involved. We’ll gather the information we need to understand your exact financial position and help you reach your goals.

We stand the cost of this meeting too, up to 2 hours, so that we can make sure you understand what is happening and can decide if we are the right firm for you, without worrying about cost.