Your experience

It doesn’t matter whether you’ve never even considered speaking to a financial adviser before or have had one for years. When you take the plunge and reach out to our team, it all starts with a small, simple act: listening.

After a brief initial call, you’ll have a meeting with one of our expert advisers, either at our Taunton office, a location that’s convenient to you, or on a video call. This is about gaining an understanding of each other. You’ll tell us about your hopes, fears, and current circumstances, and we’ll tell you what we can do to help.

If you’re happy to move forward, your adviser and their behind-the-scenes support team get to work finding out a little more about your financial position. That way, they’re best placed to advise on how to address the issues you raised when we first met.

Next comes the crafting of your personalised financial plan. At this step, we talk you through our recommendations and use cutting-edge cashflow modelling software to show you how different decisions might affect your future.

Once you’ve given us the go-ahead, we’ll put our recommendations in place, contacting investment providers and other third parties on your behalf. With all paperwork taken care of by our team, you won’t need to lift a finger.

The final step isn’t a one-off, but something we’ll return to together time and again: your annual review. In these meetings, we’ll report on the performance of your accounts, but more importantly, check in with you to see if anything has changed which your plan might need to reflect. In between your meetings, you’ll have year-round access to a team here to answer any question you might have, so you always feel confident about where your money is taking you.