Let’s talk

Our Process

our first meeting is free, without any commitment

We appreciate that it is difficult to know whether you have found the right adviser unless you have spent a bit of time with them, had some questions answered and developed a relationship.

That is why our first meeting is free, without any commitment on your part and easy to arrange face to face or over the phone or internet.

1. Let’s talk

Here we can get a feel for your situation, questions, concerns you have and start to frame your ideal vision for the future.

2. The review

We then continue with a comprehensive review of your financial strategy, ascertaining the crucial decisions that will drive your financial security and deliver financial independence.

3. The Aspiration

If you are happy to move forwards we will then ask some more thought-provoking questions that will enable you to clearly define your aspirations.

4. The Plan

This plan will then form the basis of our relationship with the whole firm as we work with you to turn those aspirations into reality.

Regular Review

Regular reviews with your adviser will keep you on track and ensure you take the right actions to achieve the future you want.

Your financial journey with Chester Rose begins with a free of commitment, free of cost consultation. 

Contact us today and we will arrange a convenient time to talk to you.