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Your journey
We work carefully with you to understand your situation and your needs. Together, we follow four simple steps to build your plan of action and secure your wealth for your family.
01
Introduction call
Our free 20-minute introduction call is an opportunity for us to get to know each other. Together, we’ll discuss your pressing needs or issues and work out whether our support is right for you.
02
Discovery meeting
The next step is our discovery meeting, which usually lasts between an hour and two hours. You’ll have supplied us in advance with some key information to ensure the time we spend together is productive. The meeting concludes with a summary of your options and a suggested course of action.
03
Estate Planning report
If you like the strategy recommended, we’ll produce a detailed report outlining the plan in full, so you’ll be able to see our expert recommendations on paper. Each recommendation will be fully explained, giving potential benefits as well as detailing all relevant disadvantages, risks and costs.
04
Implementation
After you receive your report, we will have a further meeting to go through any further questions you have, so that you can make a fully informed decision. If you ask us to implement the planning for you, we arrange the paperwork, the signing meeting and the storage of the legal deeds.
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Mike and Eve
Clients since 2010
Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.
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Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
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Jamie Kyte, Chartered Financial Planner
You're going to be dealing with someone who's been doing this day in, day out...
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Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
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