What We Do

The service we can offer you is broken down into four stages as follows:

• An initial consultation (the ‘Discovery’ meeting)

• A review and recommendation process (Financial Planning)

• An implementation process (Financial Advice)

• An ongoing review service (Forward Planning)


Initial consultation

We offer an initial meeting of around an hour where we can get to understand  your personal needs and objectives, establish what benefits would result from using our services, outline the way we work along with our associated fees and give you the opportunity to appoint us.

Review and recommendation process

Having identified your aims and dreams, we will present a financial plan to you. This typically incorporates your entire financial situation but could involve advice relating to a particular issue you feel require attention.

Implementation process

This process only begins once we have your agreement on the strategy to be put in place.

This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as tax or estate planning.

Ongoing review service

An ongoing relationship with our clients has always been key as we believe that it can add significant value to both individuals and businesses. Any financial plans we create require ongoing action in order to ensure they remain on course to achieve their aims. These meetings take into account your changing circumstances and objectives as well as developments in economic conditions and legislation (taxation etc).

We would be delighted to talk you through these in more detail to see which best meets your requirements. Please ask for further details.


Click here to view our Client Proposition document

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your Wills and Trust requirements

Read more


Helping you through the maze

So why choose us over the guys next door?

Why us?