Our process
From the comfort of your own home you are guided through the process, completing easy online forms and working with a financial adviser to get your retirement finances sorted!
The process is easy and reassuringly thorough:
1.
Book an initial 30 minute consultation with your personal adviser to discuss if the process is right for you.
2.
Complete our online financial questionnaire.
3.
Book a 45 minute review with your personal adviser to talk through your situation, priorities and preferences.
4.
Your adviser goes away to work with a team of research experts to select the best products and investments for you.
5.
Book a 45 minute session for your adviser to discuss their recommendations with you.
6.
Sit comfortably and let your adviser do the paperwork and get everything setup.
7.
Now you’ve got an adviser. You can get in touch if you need advice, you’ll get regular updates and reviews