landkey
Working Together
Our clients come to us with a variety of needs. We approach each situation with the individual care and attention it deserves. Typically, the process can be summarised as follows, however, we understand that some clients may require one-off advice and our service is therefore tailored as appropriate.
1. Initial Discussion
This is an informal, no obligation conversation, where we get to know each other and have an initial conversation about your goals. It is a good opportunity for you to ask questions and to gain an understanding of how we may work together.
2. Discovery Meeting
Assuming we’re a good fit, we meet either online or in-person during which we establish your current financial position and delve further into your financial goals and motivations. This is where we really get to know you.
3. Building the Plan
The information gathered forms the basis of the plan building exercise during which we establish a detailed roadmap. This is the behind-the-scenes process.
4. Recommendation
We then provide you with a detailed report and present our findings and recommendations to you. We ensure that all our recommendations are clear and that you understand why we have made them. You’ll then decide how you wish to proceed.
5. Implementation
Recommendations that are agreed are then put into action. We take care of all the administrative requirements and ensure that you are on track as quickly as possible.
6. Continuous Support and Review
Once implemented we continue to review your plan to ensure you stay on track. We are available at any time for any concerns or questions you have. We know that life events happen, financial markets evolve and financial priorities change; we are here to support and guide you through those moments.
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