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We follow a four step process that can be tailored to you

  1. Free initial consultation

We’ll discuss your current needs and circumstances. This fact finding session will help us identify and research the best matched solutions for you. We’ll also discuss any associated costs before you proceed any further.

Book your consultation

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    1. Personalised analysis

    We will analyse the information you provide to help identify the relevant areas to research further. Identifying your unique circumstances can open up options that aren’t available from price comparison sites alone

    1. Solution research

    We will analyse the market for your current requirement and identify other opportunities suited to your circumstances to help us recommend the best overall financial solution.

    1. Tailored recommendation

    Following our research we’ll provide and run through our recommendations for your current requirement and other services or products that would also benefit your financial future. At this stage you can choose whether to proceed with our recommendations.

    * For investments an analysis and research fee will apply and will be discussed with you at the consultation stage.