The Navigation Process
This is about getting to know each other and taking time to familiarise ourselves with your personal situation. We need to understand your finances and your attitude to risk, but equally important is for us is to learn about your lifestyle and your aspirations for you and your family. Here we will produce a summary of our finding and initial suggestions.
There is no cost at this stage so if you feel comfortable progressing then we will start putting together your unique financial roadmap.