Our approach
From first call to written recommendations
A transparent path for Wealth Planning Reviews and related consultations — so you know what happens before fees are due.
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1. Discovery
A complimentary thirty-minute call covers your prompt for advice, rough asset picture, and whether a fixed-fee review or a narrower pension piece fits. You receive a fee indication in writing if we proceed.
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2. Letter of engagement
Scope, fee, timelines, and complaints information are confirmed. Work does not start until the letter is signed and the initial invoice cleared where required.
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3. Fact-find
We collect statements, clarify goals such as retirement age or school fees, and note constraints — including risk of capital loss you are unwilling to take.
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4. Analysis
Cash-flow, tax-wrapper capacity, protection gaps, and pension options are modelled. Draft recommendations are reviewed internally before you see them.
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5. Delivery
A written plan and delivery meeting. You decide what to instruct; we can attend calls with your accountant or solicitor when invited.
Schedule the first conversation
Tell us what prompted your enquiry and we will suggest the right engagement type.
Book a discovery call