Process

Our mission is clear: we're dedicated to achieving your goals. But let's not overlook the journey. We're all about knowing what works and paving the optimal path to results.

01

Initial meeting

Our journey together starts by speaking to you and listening to your headlines: What is it you want to achieve and why now?

This initial conversation isn’t about us; it’s about you. It’s about delving into the depths of your desires and understanding what you aim to achieve.

02

Onboarding

If we determine that we’re ready to assist you, we’ll provide you with a clearly written document explaining the journey and how we’ll work together. It will then be up to you to accept the document.

We try to do as much of the onboarding digitally to maximise value in the meetings themselves.

03

Fact-find meeting

We will help you understand what your problems are by doing a data spring clean and gathering information on your current financial circumstances. This provides invaluable clarity. We’ll also coach you, discuss why you’ve come to us and address any errors in your thinking.

It’s a back and forth process to gain a greater understanding of the facts and we will continue to share what we’re learning with you.

04

Technical work

We will spend the next few weeks analysing the data and building a complete financial planning model for your lifetime, which we will use to consider how best to exploit opportunities and mitigate threats.

05

Output meetings

We will meet again and work through a visualisation of your lifetime financial planning model, considering various ‘what if’ scenarios.

It’s an opportunity for us to educate you and give you our own recommendations, which you may have already seen coming but you now have the wisdom in place to make informed decisions.

06

Implementation

At this point, our administration team will work with your planner to deal with documentation and put in place any recommended products, keeping in touch to update you on the process.

We then provide you with regular updates, newsletters and valuations.

07

Managing your wealth

Even the most carefully charted path can encounter detours. Regular review meetings are crucial for staying the course and reaching your destination.

We’ll adjust your objectives as needed and annually review our journey’s progress together to ensure we’re still heading in the right direction.

Our fees

Having done this for more than 45 years, we understand that you would like to have a realistic and firm idea of the costs involved. In our commitment to transparency, we have outlined our fees on our website, ensuring you have a clear understanding of the fees before reaching out to us.

Tell me more

Stories of appreciation

Every person we work with needs a personalised financial plan. Sometimes, we must let them do the talking and explain why you should come to us.

Sarah Ashby & Nigel Aston

We retired earlier than we'd hope.

Mike Caine

I wouldn't hesitate at all to recommend Alasdair and the team, not only the individual but the whole approach.

Mike & Denise Bellingham-Young

Since working with Alasdair, I feel really confident about our retirement.