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Our opening hours have changed... Our office and telephone lines are now open from 8:45am to 5pm from Monday to Thursday. On Fridays, our opening times are 8:45am to 12:45pm.
@guys - do you want to outline the full STAR process here?
Our 3 step process:
Most of the time, we find that financial planning is overcomplicated and full of jargon. We have slimmed everything down to three simple steps:
1.
We listen
First, we have an initial discussion (at our own cost) to find out more about potential clients and what they want their future financial lives to look like.
2.
We research
Next, we collate information regarding all of their existing arrangements, with expert analysis as to whether their existing arrangements serve them and their goals.
3.
We simplify
Alongside you, we cut through the swathes of information to tell the clients how to achieve said goals.
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