The first step is to have an introductory meeting with one of our advisers, which we can book in for you at your earliest convenience.

From there, the turnaround time for your financial plan is approximately four weeks. Once your individual financial plan is complete, we’ll have another meeting with you to present and run through the details of your plan and how it will be implemented. So that we can deliver your plan in as timely a manner as possible, we will usually set a date for this second meeting during our introductory meeting.