How we work with you

We like to get to know our clients at a personal level, in order to fully understand their unique circumstances, motivations and life goals. This is essential, as it allows us to forecast, take account of and (in some cases) help prevent situations that could put your financial objectives at risk.

Ultimately, we believe good financial advice is all about helping you clarify your goals, planning for the unexpected, and giving you all the information you need to make an informed decision about your future.

"Will I be financially secure in the future? If not, how big is the gap and what can I do about it?"

Rather than simply telling you the answer to these questions, we like to present your options in a more visual, interactive way. We find this helps our clients better understand the choices in front of them, and the likely impact of their decisions.


Voyant is one of the tools we use to help us do this. It forms an important part of any financial plan we design, and it also plays a role in our regular review meetings. These videos explain how Voyant works: