What Happens Next?

1.

You will be contacted within 24 hours by your chosen option of e-mail or phone.

2.

Initial discussion of your requirements (5 minutes approximately). You can then decide if you wish to book an appointment.

3.

First meeting arranged at your convenience.

4.

At this meeting you will be able to explain in more detail what you would like help with. All charges will be explained along with the full range of services we offer.

5.

Gather full financial information regarding your personal circumstances, ascertain your exact needs and agree the costs.

6.

We communicate with other companies or professionals if required.

7.

Advice and recommendations given for your agreed objectives.

8.

Acceptance of recommendations and proceed with advice given.

9.

Assess any actions that need to take place moving forward regarding your ‘Life Journey Plan’.