How is it done?

Our first half an hour meeting is free of charge and you will have a one-to-one Zoom meeting with either Brian or Caroline. At the end of this meeting, we will email a copy of your personalised wealth report, identifying key areas for your attention. In our experience, people find this an enlightening experience and are more wealthy than they think!

Based upon the initial free report we produce, you may wish to consider action on these findings and it is from here we, as your wealth coaches, are able to work with you to help model your goals, through a series of revolutionary strategic and performance tools, implemented at a pace set at your appetite for success. At this stage we are able to provide you with a tailored quote for wealth coaching services.

Are we a business coach?

Traditionally, business coaches provide business guidance usually with a one size fits all approach and sometimes opportunities to network.

We position ourselves as your personal strategic advisor, coaching your wealth ambitions. We make a plan of action, over however long it takes, to address and make improvements with you.

Why are we different from a financial advisor?

Financial advisors advise mainly on investments, pensions and life assurance products.

I’m not in the UK, am I still eligible for your Wealth Planning Service?

Yes! We are are able to work with people anywhere in the world who are English speaking.

Do you offer Accountancy services?

As regulated accountants, looking after over 100 businesses, we can prepare and file your accounts and taxes for you and your business.

We can provide you with a quote for accountancy and tax services that is separate from our wealth planning service if you wish.

Our service can complement and add value to the service you receive from your current accountant, therefore we give you the option to continue using them.