Step 1 – Discovery

Your journey with us begins with an initial meeting with your dedicated financial adviser. Whether you’re worried about a specific issue or need general support, this meeting is your opportunity to tell us. You’ll be asked straightforward, jargon-free questions about your life, wealth, and goals and what you feel is your attitude to financial risk.

Discovery meetings typically last one hour, and can be held face to face, via video conference, or over the phone. The meeting is completely at our expense with no cost to you, and there’s no obligation to proceed with any of our services at this point. We’ll explain our costs in full before carrying out any work on your behalf.