Journey of discovery

Our initial meeting will be a journey of discovery. The first stage of our unique journey together.


Unique people require a unique service.

We use the discovery meeting to look, in depth, at every aspect of your financial situation and your life, hopes and dreams beyond you financial goals.

Using our 8 point financial health check, we start to understand your individual goals and plans for the future. We look at your past experiences of investment, your tolerance of risk, your personal relationships and your expectations for your financial future.

From this we are able to provide our recommendations to you, in the form of a mutual commitment plan, which is tailored to you and your specific goals and needs.


Contact Elliot today on 01438 740074 to discuss how we can help you.