Who we work with

Our advice will help a range of clients but over the years we have built up expertise which will be of most benefit to you if you are a Professional Footballer or a Business Owner.

Professional footballers

As a young professional footballer, you have unique financial needs. Find balance by enjoying your life today, while making sure you’re financially secure for the future.

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The client journey

  • 1. Initial consultation
  • 2. Fact finding
  • 3. Research & recommendations
  • 4. Implementation
  • 5. Ongoing review

1. Initial consultation

Here we’ll explore your goals and objectives, and get to know you a bit more. We’ll explain how the financial planning process works and what you can expect. We’ll also agree to obtain information from your existing providers, so we can understand the finer details of your existing financial products.

2. Fact finding

2. Fact finding

We’ll go into your financial position in more detail. We’ll discuss your income and expenditure, as well as any assets you have. This allows us to build a picture of your circumstances and focus on how we can bridge any gaps.

3. Research & recommendations

3. Research & recommendations

Armed with information, we can now thoroughly assess your current financial products and make recommendations on how they can be altered or replaced to help you meet your goals.

4. Implementation

4. Implementation

After we’ve presented our recommendations, and if you’re happy with them, we’ll set about implementing your new plan and complete the relevant applications.

5. Ongoing review

5. Ongoing review

We’ll continue to review your plan and your progress on a regular basis. Any changes to your circumstances or your goals will be taken into account, so we can make sure the work we do always keeps you on the right track. 

Back to step one