Through the following steps we are able to identify what is important to you, as a client, and to put plans in place that allow your money to work as hard as possible for you.

1. The Preparation Guide - ahead of our first meeting, a list of what is required and what to expect.

2. The Financial MOT - where we will discover the health and efficiency of your current financial situation and also where you would like to be.

3. The Strategy Template - a report following the meeting summarising the first steps that need to be taken.

4. The Recommendation Report - presented at the second meeting detailing Katie's proposals for your financial plan.

5. The Decision Summary - a letter that lists all the actions that need to be taken.

6. The Communication Promise - our commitment to keeping in touch with you by post and email with a selection of articles, magazines and information on your assets.

7. The Strategic Review - the meeting where we catch up and begin the Process again.