There are numerous reasons why people seek financial guidance. Many people are looking for more financial order and control. Not knowing or understanding the wealth you have can feel unnerving, daunting and chaotic.

Our client journey will take you from feeling out of control to gaining control, and finally experiencing release; leaving you free from financial anxiety and able to enjoy life to the full.

Most clients we meet have a nagging feeling that their finances are a bit out of control.

We challenge you to “bring order to your financial chaos”.

Once you get your finances in control using our bespoke software, you will then feel in control.

And on a more serious note, your next of kin will be able to know where to find and take forward your financial plans.

You can then focus on what the money is for (spending, giving, investing, saving) and feel a sense of release.

Our client journey takes the following steps:

1. Our first meeting

The first meeting is a chance for us to get to know you, your needs, goals and concerns. We will also give you plenty of opportunity to ask questions and learn more about our services.

We use cashflow planning to help you take control of your finances:

Learn more about our approach to investing