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WHAT WE DO AND HOW WE DO IT

We follow a simple four-step process for all our clients, both personal and business. This allows us to properly understand each client’s situation and requirements and helps us to provide the best possible advice and service.

4step

THE 4 STEP PROCESS

 

1
Gather all the necessary details that will help us to fully understand your current situation and requirements. This approach is vital but is often an important first step overlooked by many.
2
Carefully analyse all information and client requirements and begin to match these with suitable products and services.
3
Prepare a report of recommendation which is presented in a jargon free and easy to understand manner.
4
Provide on-going and pro-active support including access to your own personal website. This is supported by regular personal contact to ensure you get the best possible service.

Fees – There are fees associated with these services. At our initial meeting we will discuss them with you as well as the different ways you can pay. Everything will be transparent and we will not do anything that you have not agreed in advance. All initial meetings are at no cost to you.