How We Work

In general terms we aim to follow the advice process outlined below. These steps will be followed as closely as possible but there may some flexibility in relation to timing

1

First meeting – to introduce ourselves and to discuss your needs and agree our service & fees with you

2

Analysis of requirements, research and preparation of a personalised solution and report

3

Follow up meeting – to present and review our report & answer any questions

4

Implementation – if you agree with the proposed solution, we will implement it for you

5

Ongoing Services – If selected, these will be provided in accordance with our service level options.

This process relies on gathering a great deal of information and detail from clients which requires time and significant input from you but is essential to ensure we are providing suitable advice.

Similarly, good quality advice relies on good research and analysis which also takes time.

The advice process will therefore take several weeks but this should mean a better outcome for clients.

Get in touch

Let us know how we can help you.