Clients
How many clients do you deal with?
We look after approximately 300 families. While we deal with each person as an individual, our work is regularly in small family units, which often involves children as well.
How many clients can you deal with, or want to deal with?
We are working towards dealing with 350 families, and we have the capacity to do so as at today.
Do you have experience of a situation similar to my own?
It is not uncommon for an adviser to deal only with clients that have a certain level of wealth. If you have £20,000 in savings but the adviser generally deals with people who have £500,000, then you may be better off with someone else who has more experience assisting people in a similar financial situation to you.
While we have tried to outline the types of clients we deal with on the website, we do have quite a varied client base.
Do feel free to contact us and ask if we can help. If we are not a good fit for you, we probably know somebody else who could help.
Whose responsibility is it to ensure regular contact is made?
Once you’re onboard as a client, we will never let you leave the office without booking your next appointment. If we do miss each other for any reason, we will chase you up if we have not spoken for a while.
How regularly will you assess my financial situation and provide a progress summary?
We try to meet everyone every six months. There is the odd occasion where we cannot e.g. if someone is working or living away. In these cases we can post out paperwork and have telephone appointment, or we can use Zoom.
Do you have any clients that would be willing to speak about their experiences?
Yes. The most important aspect of this is giving you a few people to talk with that have a situation similar to yours. If you would like to hear from some of our clients before making the decision to come on board; just let us know and we will organise a contact list for you.
What should I expect from our first meeting, and is there anything I should bring with me?
We will ask you to bring along any relevant paperwork for your financial situation together with proof of identity (usually a passport or drivers licence) and proof of your home address (usually a utility bill you have received in the past three months). The key thing for us is to find out more about you - What do you want? What's important about money to you?