How we work
We understand that you might not have time for lengthy form filling exercises – you just want to get on with things. We’ve created a simple and secure process that makes it as easy as possible for you to give us the information we need.
Contact us1
Client Portal
We’ll send you a link to our secure client portal where you can submit the details we need for us to get a really thorough overview of your current financial situation.
2
Personal Consultation
From there, we’ll have a chat about the details you’ve given us – by video call or in person – so we can recommend the right solution for you.
3
Personal Recommendation
We’ll explain the options in clear and understandable terms, guiding you through our personal recommendations, and giving you as much time as you need to make a decision.
