Step by Step Guide
The Pier, Porthcawl
Step by Step Guide
The Pier, Porthcawl

Step by Step Guide

Our clients benefit from our holistic approach to financial planning. This means that we carry out a full analysis of your current situation and help you categorise your financial goals and aspirations, as well as identifying shortfalls and immediate priorities. Only then, will we prepare a Financial Plan.


We are never further than a phone call away, so please feel free to contact us and a financial planner will be able to help ascertain whether we can add value to your current circumstances.


Initial Exploratory Meeting – the financial planner will complete a comprehensive fact-finding document in order to fully understand your current circumstances, aspirations and financial goals, to enable them to give appropriate advice.


The Financial Plan – with all the relevant information collated, we will undertake necessary research to help us build and prepare a Financial Plan in order for you to have the best chance of achieving your financial goals. The Plan will be presented thoroughly, which will include a declaration of the associated fees, before any implementation is agreed.


Implementation – at this stage, we facilitate the recommendations but only upon your agreement.

Additional Options

Ongoing Assistance and Annual Reviews
Following implementation of your Financial Plan, you have a choice of three levels of ongoing advice and service which allows us to monitor your financial affairs and review on a regular basis. This service suits those who would prefer us to look after their interests on a longer term basis. By engaging clients in our ongoing service programme, this will enhance and encourage a trustworthy and sustainable relationship.

And finally…

All our procedures, fee arrangements and FCA regulations are explained at every stage and we are happy to offer payment options to suit your requirements and affordability.