Advice Process - How we work

We always follow a comprehensive 4 stage advice process to ensure the consistent delivery of sound advice:

Stage 1: An initial meeting or conversation will take place where we will talk about your current circumstances and your plans for the future. We consider your aims and objectives and prioritise them as well as highlighting any threats to your financial security.

Stage 2: Explain our recommendations and the potential benefits and risks associated with any particular course of action along with any associated costs and charges. This report will be presented to you at a second meeting.

Stage 3: The advice will be discussed and refined until you are completely happy Once agreed, we will then implement the recommendations and manage this process.

Stage 4: We will agree what level of on-going support you require and appropriate timescales.

Contact Us

17 Horseshoe Business Park
Upper Lye Lane
Bricket Wood
St Albans

Tel: 01923 517 117
Fax: 01923 856 877