How We Work

Obtaining financial advice consists of four distinct parts:-

how we work1)     A complimentary initial financial planning meeting to get to know each other and whether there exists a mutually beneficial relationship. In this meeting we will explain how we work, the services we provide and how we will charge for our services.

2)     Second meeting takes place to discuss our findings and recommendations.

3)     We register you as a new client and complete any paperwork if there is a need for you to buy any financial product in a third meeting.

4)     We discuss whether there is a need for future financial planning check ups (usually annually).

We have extensive experience of working with business owners, retired and with those who find themselves bereaved and single again.

Call us now on 0191 285155 or email for an initial consultation at our expense.