Your financial planning journey

The specifics of your financial planning journey will be unique to you. We’ll design your plan specifically for your needs, goals and ambitions.

As with any journey, it’s reassuring to have an idea of where you’re heading. That’s why we’ve detailed the process we will walk you through below.


Touch base

Ready to reach out? We’re so excited to get started.

Once you’ve got in touch with us, the first thing we’ll do is arrange a quick chat with you to find out if we’ll be able to help you. If it sounds like we can, we’ll book in a financial planning discovery meeting with you.


Financial planning discovery

The financial planning discovery meeting is simply a discussion to establish where you are now and where you want to be. We’ll have a deeper conversation about you and your goals.

This meeting is at our expense; we won’t charge you to simply find out if we can help you.


Cashflow planning

If you’d like to go ahead with the financial planning journey, we’ll then go away and complete our analysis of your financial situation.

Using state of the art cashflow planning tools, we can show you what your financial future might look like.


Investment discovery

We’ll then have an investment discovery meeting to take you through our investment philosophy and process.

Following our financial analysis done during the cashflow planning stage, we’ll recommend any necessary changes to your pensions, savings and investments.



Once you’ve approved our recommendations, we’ll go away and put the plans in to action. You can sit back and relax; we’ll handle any paperwork and do the heavy lifting.

Once completed, we’ll let you know. You’ll then be right on track to achieve your goals and live your best life.


Ongoing support

Following implementation of the plan, we typically hold our first meeting 6 months down the line just to check everything’s going smoothly.

We’ll then arrange how often you’d like to meet; most of our clients have a 6-month or annual review. These will be diarised, but you can of course arrange meetings as and when things crop up or you’d simply like to run an idea by us.

Hear from our clien ts

It's hugely reassuring for us, knowing Mark's looking after our financial affairs.

Ed & Jenna

It's extraordinary the changes that have been wrought thanks to Mark.


If it wasn't for Mark, I wouldn't feel as confident going into retirement as I do.