Your Journey With Us

After an initial telephone call, we’ll arrange a face-to-face meeting or video call if you prefer. This is a chance for both of us to get to know each other. We’ll discuss where you are now in your life, your hopes and desires for the future and what is important to you. We’ll also explain our fees and the next steps. The initial meeting cost is covered by us.

Our research will begin where we will conduct a thorough analysis of your current financials; your income, expenditure and assets, including your savings, investment and pensions, liaising with your product providers. With these details, along with your hopes and desires, we will create your Brierie Financial LifePlan.

Once your plan has been created, we will arrange a face-to-face meeting or video call, if you prefer. Your Brierie Financial LifePlan will clearly indicate your financial future, anchored to your values and what really matters to you and your family. We will explain our recommendations to achieve your hopes and desires, clarify our fees to implement any recommendations, discuss risks and answer any questions you have.

Life is constantly evolving so it’s important that we catch up once a year to update your Brierie Financial LifePlan with any changes to your circumstances and alterations to tax and legislation. Your investment suitability will be reviewed including any investment administration. Of course, our team are always on hand to ask any questions along the way.