Discovery meeting

After contacting us with your details, we will arrange a discovery meeting.

This meeting is a chance to get to know each other and establish if we will be a good fit to work with each other on an ongoing basis. We will talk generally about what is important to you, your financial position and your goals and objectives. We will summarise the service that we offer. This meeting shouldn’t last longer than 1 hour.

There is no obligation to proceed at this stage, and no costs will have been incurred.

Consultation meeting

During this meeting we will capture important information about your current circumstances, your financial history, and your aspirations, priorities and objectives in terms of your financial future. We will also discuss your attitude towards investment risk. This can take up to 2 hours.

Research and Analysis

At this stage, we will begin to undertake the process of thoroughly analysing your current position based on our extensive knowledge of financial markets, and diligently researching potential solutions for your needs.

Report Preparation and Financial Masterplan

When we have all the information we require, a full Financial Masterplan will be devised to paint a clear picture of your current position and outline a clear and thoroughly researched recommendation for the solution and plan we believe to be in your best interests. We will arrange to meet with you to discuss our recommendations in full and take you through our Report step-by-step. You are free to take the report away and give it due consideration before agreeing to move forward to the next stage.

At this stage, we should be able to help answer your big financial questions.


Once you feel that you are in a position to make a fully informed decision to proceed, and you have given us your consent to do so, we will begin the process of implementing our recommendations. We will assist you in completing all of the relevant forms.

Ongoing Planning Services

Once your financial plan has been built, it is imperative that it is updated on an ongoing basis.

We do this on a forward-looking basis in order to help you achieve all of your important life goals and objectives.

What our clients say

Joe has been our trusted IFA since early 2017. He is extremely well informed and enables us to make calm, reasoned and sensible decisions with regard to all of our personal finances.

He is skilled at allowing us to become financially astute and allow us to live without anxiety about what happens with our money.

Joe continues to offer wise advice and support for which we are most grateful.

Mr R Porter