How working with us actually works
We keep things simple.
Here’s exactly what happens if you decide to speak with us.
Step 1
Book Your Free Initial Chat
Click the button below or call the office to choose a time that suits you.
We’ll ask a few quick questions so we can match you with the right adviser and format: office, video or phone.
Step 2
Have Your First Meeting
We’ll listen to your situation, what you’re worried about, and what you’d like life to look like.
If we can help, we’ll explain the type of service that makes sense and what it would cost.
If not, we’ll point you in the right direction.
There’s nothing to decide on the day.
Step 3
Take Your Time And Decide
After the meeting, you can go away and think about it.
We’ll email a short summary so you don’t have to remember everything.
If you’d like to go ahead, just let us know and we’ll get things moving.
If you don’t, that’s absolutely fine.
Book Your Free Initial Meeting
Ready To Talk It Through
Your initial meeting is always free and without pressure.
You choose the format, the pace, and whether to take things further.
Prefer to speak to a person? Call us on 0191 406 6453 and we’ll book it for you.
Frequently Asked Questions
What happens if you choose to go ahead?
If you decide to work with us, we:
- Gather the right information, so you don’t have to wrestle with all the paperwork alone.
- Analyse your pensions, investments and plans, and build a clear picture of where you stand.
- Talk you through your options in plain English, advise what to do (and what not to do), and help you stay on track over time.
Is the initial meeting really free?
Yes. There’s no charge for this first meeting, and no obligation to go any further.
Do I Need To Come To Your Office?
- At our office
- Video Meeting (Zoom etc)
- On the phone
Whatever you’re most comfortable with
Do I need to bring anything with me?
Nope, but you can if you want.
There is no pressure to go ahead straight away so if you want to bring things along that you think might be useful in our chat go for it.
Nothing ‘required’ though.
Do I need a minimum amount of money to work with you?
No. We work with people at different stages – from getting started to approaching retirement.
Unlike a lot of firms we have minimum fee but not minimum investment values.
If we don’t think we can add enough value to justify our fees – we’ll tell you straight away.
If we’re not the right fit, we’ll be honest and try to point you to someone who is.
Client Reviews
We invite all client’s to leave a review over on the reviews page of this website, and on Google and Social Media.
A few highlights can be found below…or use the link in the menu to see more.
