What is a Client Advisor? How can you help me?

A Client Advisor listens to individuals and business owners and helps them achieve the goals and success they want.

We do this by being pro-active with a process of structured meetings and develop strategic success plans.

We position ourselves as your strategic business advisor, facilitating and coaching the plans that you prepare with your client advisor through ongoing participation, year on year.

Our client advisors use discovery approaches, understanding what is important to you and exploring ideas- pure proactivity at work!

Are we a business coach?

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

As your client advisors, we position ourselves as your strategic business advisor, facilitating and coaching your plans in ongoing participation, year on year.

Why are we different from a financial advisor?

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

How does it work?

Our first half an hour meeting is free of charge. You will have a one to one meeting with one of client advisors, Brian or Caroline.

At the end of this meeting, we will send you by email, a copy of summary of your personalised wealth accumulator report, identifying for you key areas to consider for attention. We can then make constructive plans for you.

Then, through our regular, confidential, one to one online meetings, we will keep you on track to progress towards your life goals, whether it be for example business growth, exit, re-structure, income organisation, protecting your children’s future, or provide you with a better retirement.

Based upon the initial free report we produce, you may wish to consider action on these findings and it is from here we, as client advisors, are able to work with you to help model your goals, through a series of revolutionary strategic and performance modules, implemented at a pace set at your appetite for success.

We can then prepare you a proposal of our fees.

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 client advisory service if you wish.

Our Client Advisory 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.