How we work
From first email to a plan on paper
Financial advice here follows a steady sequence so you always know what happens next. This page describes our personal planning path; retirement and family sessions use a shorter version of the same rhythm.
Enquiry
You send a short note via the contact form or phone. We reply with availability and a fee outline for the consultation that fits — usually personal planning as the starting point.
Fact-find
A brief questionnaire covers income, pots, debts and dependents. You gather payslips, pension statements and ISA summaries before the meeting so we spend time on decisions, not data entry.
Discovery meeting
Ninety minutes in West Hahningham or on video. We map cash flow, pension contributions, emergency reserves and protection gaps, and note questions that belong with your solicitor or accountant.
Written plan
Within an agreed window you receive a document with ranked actions, suggested contribution amounts and review dates. No surprise product applications are attached.
Follow-up call
Within thirty days we schedule a shorter call to clarify steps you have started. Further ongoing advice is a separate engagement if you want it.
Ready for step one?
Request a planning conversation and we will confirm whether personal planning, a retirement review or another consultation fits first.
Book a conversation