Who do we serve?

• Individuals
• Families
• Businesses
• Trusts
• Charities

What can you expect?

Our process of working with clients can be broken down into the following steps: 

1. Initial contact. Once you’ve reached out to one of the team expressing interest in seeking advice, we will be in touch to arrange a brief 20-minute phone call for an initial consultation with Chris.

2. Discovery. Next, we will gather information to help us to prepare for our main planning meeting. We will do this by sending you a concise spreadsheet to populate with some key details about your financial circumstances, which will allow Chris to assess how he can serve you best.

3. Planning meeting. Then, we will arrange your first general financial review.

4. Next steps meeting. Following on from this, and depending on your unique goals, we will arrange as many follow-up meetings as necessary with Chris, so that you can check in and reflect together. 

Chris is happy to meet in person if you live in Bedford, or over the phone and on Zoom.