The first meeting will be all about you and what you’re looking to achieve going forward. We will discuss the process that we will go through together, and prior to this meeting, there will be a questionnaire to complete so that you get the most from this initial meeting.

No, there is no charge for a no-obligation appointment, so you can decide whether or not you want to proceed with the formal advice that you will pay for.

We will go through some risk-related questions during our initial meeting and assess your appetite for risk, the length of time to invest, and your ability to take on risk. We can then discuss which investment strategy would be most suitable for you and how we will continue to monitor this going forward. We will provide you with education around investments with a view to giving you the peace of mind you’re looking for.

Our initial discovery meeting is free, as this allows us to get to know each other and see if we can work together going forward. All our other fees are fully disclosed in the fees section, and at the end of the discovery meeting, we will explicitly confirm these fees.

Both provide excellent service to clients, but the main difference that you will have from lifestyle financial planning is that it will truly focus on your life and ask more meaningful questions about what the future looks like while also understanding any barriers that may stop you from living the most for filling life going forward.

You will come away from each meeting understanding each stage of the process and having a bespoke plan that maps everything out for you, helping you understand what is possible when you reach each milestone of your life.