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Plain advice, clear fees, and the same people every time. Here's what working with us looks like, from the first phone call onwards.
Your first conversation is always free. Thirty minutes, by phone, video or in our Douglas office, to talk through where you are. We'll tell you whether we can help, and if we can't, we'll try to point you to someone who can.
If you'd like to go ahead, we'll gather the details: what you have, what you owe, what's coming in and, most importantly, what you want your money to do for you.
We'll set out your options in a written report, with our recommendation and the reasons for it. You'll know the cost before we start, and there's nothing to sign until you're ready.
Most clients stay with us for ongoing advice. We review your plan at least once a year, and you can call whenever something changes.
Every fee is agreed in writing before we start, and we don't take commission.
No. We're paid only by the fees we agree with you, so our advice isn't tied to any product.
No. Some clients only want a plan. If you do choose ongoing advice, you can stop at any time.
Yes. We're happy to meet at your home, or by video if that's easier.
Most of our clients live here, but we also help people who've moved away or are planning to move here.
No charge and no obligation. Just a chance to talk through where you are and what you'd like to happen next.