Helping clients achieve and maintain their desired lifestyle

We will invite you to an exploratory meeting at Prestwood at which the features and benefits of our service will be explained and demonstrated. The aim of this meeting will be to decide whether we would be the right people to advise you and whether our service would deliver to you significant value for money. This meeting will not involve you in any charge or obligation.

After assembling relevant data, a second meeting will be arranged at which the first draft of your Financial Plan will be prepared, with a schedule of recommended actions. This meeting usually lasts 3-4 hours. Developing Financial Plans with clients has been found to be far more effective than producing ‘reports’ to clients.