How we work
WE’RE CHANGING THE FACE OF FINANCIAL ADVICE; AND HOPE TO CHANGE YOUR VIEWS ABOUT IT TOO!
Your dedicated personal adviser is here to make your money work for you, your family or your business; not for product providers, financial institutions or even our business.
We are all committed to a fee based, transparent approach; every adviser here is qualified to the highest possible level and holds full personal Chartered status; and the entire team is passionate about delivering excellent customer service and experience (right down to the coffee we serve you!)
It’s our mission to help you make the most of your life through making the right decisions about your money, both now and in the future.
YOUR DISCOVERY PROCESS
WE APPRECIATE THAT TAKING FINANCIAL ADVICE CAN SEEM DAUNTING, BUT IT REALLY SHOULDN’T BE.
It all starts with a Discovery Process, where we get to know you and you get to know us. It doesn’t incur any fees or charges and you’re not under any obligation to proceed with any advice provided… so not too scary!
AND IT’S REALLY SIMPLE TO TAKE THAT FIRST STEP…
CALL US ON 01908 523 740
One of our Financial Planners will be happy to discuss your requirements and explain our approach, so you can consider how you would like to take things forward.
OUR FIRST MEETING TOGETHER
Once we have confirmed your meeting we will email you with a copy of Client Agreement and Terms and Conditions. However if you would like to see them now please click here.
You’ll find a warm welcome at our Furzton Lake offices; plus ample free parking right outside, someone to greet you in our upstairs reception area and though we say it ourselves, our drinks menu is really good!
Your meeting will be one-to-one with a professional adviser; it is confidential and entirely free-of-charge. Together we will…
- Discuss your requirements, concerns and financial situation.
- Explore how we can help you, how that would work in practice and exactly what our fees will be.
- Share our initial assessment of your financial position using our Money Forecast™ system. (Only possible if you complete our Foundation Questionnaire and return it to us at least two working days before the meeting).
Our help is not appropriate for all financial situations. It may be that you require help from different sources, or simply need to be pointed in the right direction to sort things out for yourself.
Whatever your situation, you will be under no obligation to proceed further. And you will be given all the time you need to think about whether you want to use our services… no hard sell, no deadlines… this is an important decision for you.
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YOUR INDEPENDENT FINANCIAL ADVISER
Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.
Call us today on 01908 523740 or use the form to request a callback.
The sooner you start planning with us, the sooner you can be living your dreams.