Our services
Our tailored solutions include pension and financial planning, cash flow analysis and bespoke savings and investments. We can work with you to minimise inheritance tax, plan for care fees, and align your wealth with sustainable practices. Whether preparing for retirement, securing your legacy, or growing your finances responsibly, we ensure our shared values guide every step of the journey.
Our six step process
Our structured approach is divided into six steps. This helps us gather as much information as we can in the early stages, so that our later stages of planning, research and action are tailored to exactly what you’re looking for. In the longer term, we monitor and review all of our clients’ investments and we will always encourage regular reviews and catchups.
1. Initial call
We offer a 15-minute call to determine if our services match your needs. If we don’t happen to be a good fit for your needs, we’ll suggest alternative ways to proceed.
2. Discovery
This free, no-obligation meeting allows us to understand your financial situation and objectives, ensuring we can provide the best guidance for your needs.
3. Follow up
Using Voyant, we’ll clarify your goals, discuss sustainable investments, evaluate risk tolerance and develop a tailored strategy to meet your personal objectives.
4. Planning + research
After gathering your financial information and understanding your objectives, we’ll research the best options and develop a personalised financial plan to suit your needs.
5. Action
We’ll present your financial plan and, if you’re ready to proceed, finalise the process and complete the necessary paperwork for your investment strategy.
6. Monitor + review
Our annual review ensures your financial plan aligns with your changing life circumstances. You can contact us anytime with questions or concerns.
“They have helped us with pensions, tax planning, investments and handling a loved one’s financial estate. We have actually seen a better outcome than we were hoping for.”
Verified review, Devon, July 2024