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your money plan.

Our trusted advice process.
The Your Money Plan Service makes sure we provide you with a full money review and action plan covering all areas of your wealth.
This is how we do it...
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1. discovery call

To help us learn a bit more about you and how we can help, we have a short, initial Discovery Call to get known each other a little better. It is also your opportunity to decide if we are right for you, helping you understand our service, the likely costs and agree next steps.

discovery call
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2. financial picture meeting

Here we want to dig a little deeper to fully understand your 'Financial Picture' in order to put together Your Money Plan. It's not just about the numbers either, it's about considering your future plans, goals, concerns and aspirations so we can provide you with the best advice that's right for you.

Financial Picture Meeting
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3. your money plan

This is where the action starts to happen. This is the point in which we present to you Your Money Plan, which provides you with a full review of your finances as well as an action plan and investment proposal to help improve your position and address any concerns.

Your Money Plan
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4. make it happen

So now having been advised what you need to do, the next step is to take action.
Only when you're happy to, we will meet again to provide you with the paperwork to Make It Happen!
Doing all the heavy lifting to get everything in place on your behalf.

Make It Happen
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5. check-in

This is a little check-in call, usually 6 weeks after your Make It Happen meeting to make sure you're happy with everything. A lot of advisers don't do this but we feel it is important to ensure you're comfortable with your new financial arrangements.

Check-In
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6. your money plan annual service

Once Your Money Plan has been implemented the service doesn’t stop there. Things change and life happens - meaning we need to continue to review, manage and monitor your arrangements to ensure Your Money Plan is on track to achieve your life plans and financial goals.

Annual Service

how we charge.

We will always be clear and upfront about charges. No hidden fees.

Our initial planning fee for the Your Money Plan Service starts from £390, increasing based on the complexity and time commitment.

If you would then like us to 'Make It Happen' and implement the recommendations on your behalf we charge an implementation fee based on the value of funds being invested. The Your Money Plan Annual Service is then charged in a similar way - based on amount of funds invested and looked after for you on an ongoing basis.

Our guarentee to you: 

You do not have to pay the initial planning fee unless you are happy with the service received.

"Price is what you pay; value is want you get." 
- and rest assured, we will only offer to help if we believe the value we can add far exceeds the price you will pay.
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