The ProActive process

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Our simple 3 step process

1) Listen – we’ll discover what’s important to you and what your goals are

2) Recommend – we’ll build a financial plan that suits you, using our knowledge and expertise

3) Review – we’ll regularly re-evaluate your situation, investments and savings to ensure your financial plan is always in line with your goals

Your free consultation

We offer a free consultation to analyse your current position and where you’d like to be.

We’ll discuss your options and discover whether we can add value to your financial situation. Before we begin to offer advice, all fees will be agreed in our clear and transparent charging structure. There are never any hidden costs!

Building a financial plan

After the initial consultation, when we understand your goals, we’ll finalise our recommendations. Your personalised financial plan will include a support service so that we can continually review your portfolio, ensuring that it remains aligned with your goals.

Support service

Our support service involves regular meetings so that we can review your financial situation. The frequency of these meetings will depend on which support service you choose. Each review allows us to discuss any changes to your circumstances and goals while identifying new opportunities.

see support levels

One-off strategy meeting

While we believe that reviewing your financial plan regularly is an integral part of success, in some instances, you may need ad-hoc advice. In these circumstances, we offer a strategy meeting with a one-off charge.

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Let’s discuss your future

Are you ready to start making money work for you? Get in touch with our team of expert financial advisors, and we’ll start planning your future today.

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