Where are you going? – have you made a plan yet?

Get a plan

Dream, think, talk, then do.

We can honestly say that we’ve yet to encounter any other financial adviser that does this so simply and effectively (yes we are slightly biased!). You can sit down with us and have an hour long ‘strategy session’, and then come out completely changed – our goal is to produce a one-page, fact-based document that you can actually read and understand. Imagine actually being able to understand a financial adviser! We wouldn’t be good at what we do if we can’t achieve in this area!

At this strategy meeting we simply talk about you and your goals. Where do you want to be, when do you want to get there? Next we map out some options – some steps that you can take, focussing just on the facts.

Whilst we tie our advice into the financial products we supply, the advice we provide is not contingent on you buying anything. We do this type of work on a refundable fee basis, so there’s no pressure whatsoever– ie, this isn’t a sales pitch!

Following this strategy meeting, if more financial planning work is required before you proceed, you may benefit from a meeting with our specialised authorised financial adviser to discuss not only your options around property, but also investments. In most cases however after the first meeting you’ll know what you want and you’ll decide to work with us to achieve your goals.

Looking for a long term strategy? Lets work on it.