The client journey

Step 1

Initial meeting

The first meeting is all about gaining an understanding of your requirements and your goals for the future. We’ll complete a fact-finding exercise to learn more about you and explain our services and fees. This initial meeting is held at our expense and usually lasts around an hour.

Step 2


Once we have all the information we need, we’ll go away and analyse your requirements. We’ll research the market and produce a detailed, personalised recommendation report built around your objectives.

Step 3

Second meeting

We will meet again to present our recommendation report. We’ll take you through it in detail and answer any questions you might have, as well as taking you through all costs and fees. If you’re happy with the proposed strategy, we’ll set things in motion.

Step 4


At this stage, we will put your plan into action. We’ll contact all product and service providers on your behalf and take care of all the paperwork, while our support network will ensure you’re provided with regular updates on your progress.

Step 5

Ongoing services

We believe the best outcomes stem from an ongoing relationship, allowing us to regularly review your financial plan and ensure it’s still suited to your circumstances and objectives. If you opt-in for one of our ongoing services, we’ll meet at least once a year to revisit your strategy, and adjust things in line with your requirements.

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

How can we help?

If you’d like to find out more about what we can do for you, just get in touch using our contact form.