It’s all about you!
We follow a clear and easy to understand process. It’s a process that’s about you and not us. But what do we mean by this?
Have you ever contacted a large organisation and been put through to a million different departments before speaking to the right person? When you get there, do you find you’ve got to jump through all sorts of hoops to get things done?
If this sounds familiar, then you’ve had to follow a process that’s more about the company you’re dealing with than it is about you. We hate that! We’ve developed our process around our clients. It’s clear, easy to follow and you’re at the centre of it!
Initial meeting
We think it’s important to get to know you and what you want to achieve. We also think it’s important for you to get to know us. We need to be a good fit for each other.
Our initial meeting will be at our expense so, if it doesn’t work out, all it’s cost you (and us) is nothing more than a not too unpleasant hour or so of each other’s time! We’ll also explain how we work and our fees. You can then decide if you want to take things further.
Planning Things For You
If we get on and if we feel we can help, we’ll need to do quite a lot of work to fully understand your position and if your resources can support the lifestyle you want in the future.
Once we’ve done this work, we’ll meet with you again to show you what things will look like. This is the exciting part for you! Everything we do is done with you in mind and what you’re looking to achieve.
Taking Action
It might be that you’ll need to take some action to give you the best chance of achieving your goals and living the lifestyle you want, now and in the future.
If this is the case, we’ll tell you what that action is and why we feel it’s necessary. Don’t worry, we’ll help you with this. We make sure we keep things simple and reduce the amount of jargon we use. No-one wants to be bogged down with jargon!
Keeping You On Track
A lot can change in life, you don’t need us to tell you that. It’s important to regularly review things to make sure you always know what your future will look like.
We want to ensure you can always live the lifestyle you want, regardless of what happens in your life (and the world outside it) so we’ll meet with you regularly to make sure this happens!