How We Work

Our first meeting is all about fact finding. We need to build a picture of you, your lifestyle, financial circumstances and your aspirations for the future. We’ll need to gauge your attitude to risk so we can suggest investments you will be comfortable with.

Financial planning based on your financial circumstances

We’ll discuss strategies with the aim of helping you achieve your financial needs for the future you want. It’s never too early to plan for your retirement and it’s not all about pension schemes. We’ll suggest tax efficient investments if appropriate and other ways you can potentially plan for a comfortable, worry-free retirement.

If you are a business owner we can advise you on succession planning and how to potentially capitalise on the asset you’ve worked hard to create. We aim to help you get the most out of your business when it is time to sell and move on.

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An ongoing relationship

The next stage is to present you with a detailed financial plan and investment planning strategy. However, our work with you is ongoing.

During regular review meetings we’ll talk with you in detail about your financial plan and investment strategy.

We’re happy to work with your accountant, solicitor or other professionals and can supply end of year taxation details or any other necessary information.

And we’re always just a phone call away or available by email.

View Our 12 Point Health Check

Our Fees

We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these goals. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. 

We charge a fixed fee for our advice, depending on the complexity of your situation, we may also charge an implementation fee. This means we can offer truly impartial advice as it does not depend on you purchasing a product. 

"His approach has resulted in a solid final recommendation and re-setting of my varied schemes into a single one with invariably far, far better outcomes. Thank you Simon."

Paul Ashworth - Director - Virtual360

"Simon is a highly trusted professional who has provided me with end-to-end (insurance, investment, and pension) common sense advice and support."

Doug Ross - Director - Square Peg