A simple, four-step process
Financial planning shouldn't feel complicated. Here's exactly what to expect when you work with us.
Four simple steps
Discover
We start with a no-obligation conversation to understand you, your goals, your circumstances and what matters most to you.
Plan
We build a tailored financial plan and walk you through our recommendations, in plain English, with no jargon.
Implement
Once you're happy with the plan, we put it into action — handling the paperwork and detail so you don't have to.
Review
We meet regularly to review progress, adapt to life's changes, and keep your plan on track.
Clear, transparent pricing
[Placeholder copy] We believe you should always know what you're paying and why. Before any work begins, we'll explain our fees clearly and in writing — there are no hidden charges.
Our initial consultation is free and without obligation. Ongoing fees depend on the scope and complexity of your plan, and will always be agreed with you in advance.
Ask About Our Fees
Common questions
Is the initial consultation really free?
Yes. Your first conversation with Jonathan is free and comes with no obligation to proceed — it's simply a chance to understand your situation and see whether we're a good fit to work together.
How much do your services cost?
[Placeholder] Our fees depend on the scope and complexity of your plan, and we'll always agree them with you in writing before any work begins — no hidden charges.
Do I need a large investment portfolio to work with you?
Not necessarily. We work with private clients, high earners and business owners at different stages, and tailor our advice to your circumstances rather than a minimum portfolio size.
Are you independent, or tied to a specific provider?
Independent. We're not tied to any product provider, so our recommendations are based on what's right for you.
Where are you based, and who do you work with?
Jonathan is based in the Cotswolds and works with clients across the UK, in person and remotely.