Vision Workshop (Initial Meeting)
Clarify your “why,” map your starting point, and decide if we’re the right fit.
- We explore your hopes, dreams, and aspirations and what success truly means to you.
- We review your current financial landscape: assets, liabilities, income, expenditure and risk appetite.
- We surface your biggest fears and questions so they can be addressed head on.
- You experience our approach at no cost and with no obligation. At the end, you receive a clear summary of our findings and suggested next steps.
- If you decide to proceed, we agree fees, engagement terms, and formally kick off the Blueprint phase.
Blueprint (Research, Analysis & Report)
Create your personalised roadmap, your Blueprint.
- We conduct deep analysis: cashflows, tax planning, pension options, investment options.
- We consult with any existing advisers (with your consent) to ensure a fully joined up view.
- We draft a detailed report, tailored to your vision of a rich life, with clear recommendations.
- We walk you through every section in a one to one review, answer all questions, and give you time to reflect before committing.
Execute (Implementation)
Bring your Blueprint to life. Smoothly, accurately, and with expert support.
- We handle all paperwork, forms, and provider relationships on your behalf.
- We coordinate transfers, set up investments, and ensure every solution is executed properly.
- We keep you informed at every step, so you always know exactly where you stand.
Maintain (Ongoing Review & Coaching)
Keep you on track through life’s milestones, market shifts, and changing aspirations.
- Annual review in person (or virtually), covering:
- Updated fact find and life event check in
- Re articulation of goals and risk tolerance
- Performance analysis and portfolio rebalancing
- Tax efficiency checks (including pensions and ISAs)
- Blueprint refresh and next step recommendations
- Behavioural coaching to keep you focused, avoid emotional pitfalls, and avoid poor financial decisions.
- Ad hoc support whenever life throws a curveball: new property, family changes, career shifts, long term care.
