The journey

Creating your financial plan is a journey; one that doesn’t finish once the plan is made. We build the foundations, construct it and develop it over time, through a six-stage process.


Discovery meeting

Our initial discovery meeting is a chance for us to get to know each other and ask any questions you might have. We’ll get together over a coffee and a piece of cake and simply have a relaxed chat about you, your goals, and how we might be able to help you.


Information gathering

To be able to move the process forward and construct your financial plan, we need to have a full picture of your current circumstances. We’ll collect all the information we require on your existing arrangements.



Once we have all the relevant information, we’ll meet to prioritise what is important to you and discuss how well aligned your current arrangements are with your goals


Research and documenting

Once we have agreed your priorities and how to move forward, we’ll research and recommend any financial solutions that will better help you to achieve your goals. We’ll document this into a financial plan and present it to you.



Once you are happy with the finalised financial plan, we’ll implement whatever is needed to get things started.



It’s important to check on the success of your financial plan and review the progress made. We’ll meet yearly to discuss the previous year; if any of your goals or objectives have changed, we’ll make adjustments to accommodate them.

before quote

Alan, Grimsby

I had a Final Salary pension that I wanted to take money from, but I had to transfer it first. Simon did all the research for me and put a plan together for my future. I am very pleased with the outcome. Simon was always available and explained everything I didn’t quite understand.

Testimonial left November 2019

after quote
before quote

Richard, Leicester

I needed to change my life insurance to suit my circumstances better, and also sort out my wife's pension. Simon delivered a new life insurance policy that suited me and my family, and also saved us money on monthly premiums. He has looked after my work pension for the past five years and, when my wife changed jobs, he then sorted out the best options for her pension. So far the outcome has been excellent.

Testimonial left January 2019

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James, Louth

Simon managed to obtain a mortgage for us in what was an unusual situation. I am a seconded nursing student, undertaking a full-time degree, and an on-call firefighter, so on paper, neither job falls under the "normal" bracket for getting an easy mortgage. Even though it was a long, drawn-out experience to succeed, Simon worked very hard and went above and beyond in achieving a very successful result without needing to overspend on our budget to do so. I do not believe Simon could have done any more, so in our opinion, he really did give the best service.

Testimonial left January 2019

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before quote

Steve, Alfreton

I wanted to retire and needed a financial adviser to do this for me. Simon arranged an appointment to visit me at home one evening, which was very convenient as during the day I am at work. We discussed what my options were. I have been very pleased with the service Simon has provided. He is very patient when explaining the details, has never rushed me into a decision and has communicated regularly with me either by phone, email or visiting me at home.

Testimonial left July 2018

after quote

What our clients say


If you’d like to reach out to us to learn more or book a free discovery meeting, please leave your details and we’ll get in touch.