Your First 90 Days with us: A Step-by-Step Guide

Thinking of Hiring a Financial Adviser? Watch This First

Before working with a financial adviser, it’s important to understand what to look for and how the right advice can support your goals. In this short video, we cover key considerations to help you make an informed decision and feel confident about your next steps.

What Happens in the First Call with a Financial Adviser?

Your first call is a straightforward, no-pressure conversation designed to understand your situation and what you’re looking to achieve. We’ll explain how we work, answer any initial questions, and outline what the next steps would look like if you decide to move forward.

Your First Financial Planning Meeting Explained

Your first meeting is designed to give you clarity and direction, not overwhelm you. We’ll talk through your situation in more detail, explain how the process works, and start building a clear understanding of your goals so we can move forward with confidence.

The Tool That Shows If You Can Retire Early

This stage is where we build a detailed understanding of your financial position and long-term goals. We take a closer look at your current arrangements, future plans, and what you want to achieve, so any advice is fully aligned with your personal circumstances.

What Happens After the First Financial Planning Meeting?

After your initial meetings, there’s no expectation to make immediate decisions. This stage is where we take the time to carry out detailed research and planning behind the scenes, ensuring any recommendations are carefully considered and aligned with your goals.

The Research Behind Financial Advice

This is where we present your personalised recommendations and talk you through them in detail. We explain the reasoning behind each decision, answer any questions you may have, and ensure you feel fully comfortable before moving forward.

How We Implement Your Financial Plan

Once you’re happy to move forward, we take care of putting everything in place. We guide you through each step of the process, handle the necessary arrangements, and ensure everything is implemented as smoothly and efficiently as possible.

Why Financial Planning Is an Ongoing Relationship

Financial planning is not a one-off event, it’s an ongoing relationship. As your circumstances, goals, and the wider world change over time, we continue to review and adapt your plans to help keep you on track.