Our initial meeting is at our expense and comes with no obligation. It can be at a place of your preference. You can come us at our office in Tonbridge High Street, we can come to you at home or at work, we can talk on the phone or over the internet, whatever suits you best.

The initial meeting generally takes up to an hour depending on what areas you need to discuss. During this meeting we will talk about your current situation and your plans for the future. We will complete a document called a fact find that will help us to document our discussion. During this process will we prioritise your needs and discuss ways we feel we can potentially add value to your situation.

The next stage of the process is down to us and our research team. We will look into any existing polices you may have and carry out analyses to make sure we can find the best policy or scheme for you. This can sometimes take a number of weeks, as at this stage we may be relying on providers to return information we have requested.

Once we have finished the research process we then will put together a report that will confirm your current situation and have full details of any new recommendations we suggest you should make to help you to achieve your goals. When the report is ready we will be in contact again to arrange a meeting to discuss your new financial plan.

As long as you are happy with our recommended plan we will then implement the new strategy and ensure that the new plan is put in place efficiently for you. It is at this stage that any fees will become payable.

We provide an optional ongoing service to the vast majority of our clients. This means that we can give our clients the peace of mind that their portfolios are continuously monitored and a review carried out at least annually.

If you would like us to help please fill out the enquiry form below and we will be in touch as soon as we can.

Providing financial advice to individuals & businesses

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"Christian has been helping me with independent financial advice for a number of years now. One highlight of the excellent service he offers has been with my pension. I had a number of pensions that were difficult to keep track of and not performing to full potential. Christian did a great job of consolidating these into a single, manageable pot. He did all the legwork and clearly explained the investments available together with the associated risks. This really helped me to decide how the portfolio should be invested and the level of risk I am comfortable with. As a result I now have a single, manageable, good performing pension pot. It has made my life easier as I recently retired and accessing a regular income is now straightforward."

Mr Jim C - Sevenoaks