How We Work: Your Simple Path to Financial Planning

A free, no-obligation consultation to discuss your specific needs. This helps us understand if your requirements fall within our direct insurance expertise or if a referral to one of our trusted partners is more appropriate.

We'll gather the necessary details about your current situation and financial goals. For insurance needs, this helps us tailor solutions. For other areas like mortgages or pensions, it enables us to make the most suitable introduction to a specialist.

• For Insurance: We assess your current protection provisions and research suitable insurance options from our panel.

• For Other Financial Needs: We identify and connect you with a qualified and authorised specialist from our network who can provide the in-depth research and analysis required for your specific circumstances (e.g., mortgages, wills, inheritance tax planning).

• For Insurance: We will present and clearly explain personalised insurance solutions directly to you.

• For Other Financial Needs: The specialist we introduce you to will provide you with their personalised recommendations and explain them clearly, ensuring you understand all aspects of their advice.

We coordinate and help set up any new insurance policies with providers. For other financial recommendations, we facilitate your connection with the specialist, who will then coordinate and set up those arrangements with their respective providers.

We conduct regular updates to ensure your insurance provisions continue to meet your circumstances and requirements. For other financial planning, we encourage you to maintain regular contact with the specialist we introduced you to, ensuring your broader financial provisions remain suitable.