We love technology and will work with our clients in whatever way suits them. For clients that find it difficult to come to our offices we are happy to have meetings by Skype or telephone.
Frequently Asked Questions
No. We can work with you on the areas that you need only.
Our process is designed to do just that and partner with you over the long term to provide you with ongoing financial coaching and advice.
No. Unlike some other financial planning firms we don’t expect you to have a minimum amount of assets before we will work with you. We do expect you to pay our minimum annual fee of £2,500 per year. If you are happy to do this we are happy to work with you.
If your adviser does not offer Financial Coaching or Life Planning, we are happy to partner with your existing adviser to provide this service alongside your existing arrangements.
The first step is to contact us for an initial consultation. This is entirely at our expense and will enable both us and you to decide if we want to work together.
No. We never ask you to sign a contract or to stay with us for any length of time. You are free to walk away whenever you wish.
All our advisers are both technically qualified and are also coaches and life planners. You will see the qualifications and experience that each adviser has on their individual page in The Team section.
Yes. We are happy to help you with any immediate areas of concern you may have through individual project work, although this is subject to our minimums. Please contact us to tell us what you need and we will happily prepare a no obligation quote for you. You can send your enquiry here