Everything starts with a free 30 minute chat to establish what you need and if I can help. Prior to this I will send you a very short page of questions to complete ahead of our meeting to help us get the most out of our first meeting.
At the end of our session or shortly after I would expect to share an indication of cost, timelines and what you can expect in terms of outcomes.
If I’m unable to help, I would expect to be able to refer / signpost you to someone who can. I do not charge or receive any fees for this. And there is no obligation for you to contact them if you prefer not to. Introductions I make are because the companies I work with share my values or are excellent providers of their products.
Chat over Coffee
Free no obligation chat
Understand your objectives
Ensure I can help
Agree next steps
Agree costs and timelines
Financial review
Detailed review of your financial position
Generate a Net worth summary
Action plan
Review annually
Retirement planning
Are you on target to achieve your objectives
Generate a Net worth summary
Cash flow report(s) as appropriate
Action plan
Reviewed annually
Bespoke issue
Anything from caring for a relative to IHT problems
Identify main issues and areas of focus
Agree reporting aligned to the problem
Action plan
Do you have any questions or need advice?
I’m here to help! Book an appointment with me to get started
