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I am currently seeking long term client relationships built on mutual respect and trust, enabling you to experience a valuable and personal service, standing the highest probability of achieving your goals.

If you feel we might be a good fit please get in touch to arrange an initial call.

Typical Client Journey

If we decide to proceed this is the journey you can expect:

1.
Initial Call

Our first conversation will be a phone or video call at our expense. We will explore what support you seek, and if we are a good fit to work together

2.
Discovery Meeting

This face-to-face or video meeting will be an in-depth two-way conversation. We will get to understand your biggest financial priorities, concerns and goals before proceeding.

3.
Our Analysis

Combining all that you shared with us in our conversations, your detailed data, and your biggest aspirations, we create your Informed Decisions MasterPlan™. This totally unique and detailed financial plan will answer your biggest financial questions and detail the strategy for you to achieve your goals.

4.
Presentation Meeting

We meet to step thru your Informed Decisions MasterPlan™ together. We ensure that you have total clarity on where you are financially, what you need to do to achieve your goals, and avoid costly mistakes

5.
Implementation

In most cases there is tangible benefit to you in altering aspects of your existing investment and pension structures. Where we wish to work together, we will establish new portfolios with our independent partners. Any new structures we implement will be fully aligned to your goals, will be cost effective, secure and based on real research and logic.

6.
Client Care Programme

Our personal and dedicated on-going relationship is focused on supporting you. We are your go-to on all aspects. We will be your primary source of counsel and guidance on all aspects of your financial lives. We will meet at least once per year, have frequent contact in the interim, and will be in touch merely to say 'Hi', or when there is something we believe you should do or know. You will also benefit from all aspects of the Client Care Programme.

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Start Your Journey

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Benefits of Working With Informed Decisions

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Informed Decisions Master Plan

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