START HERE

Book your clarity call.

A short conversation to understand what you are trying to decide, and whether I may be the right person to help.

15 minutes. No preparation.

START HERE

Book your clarity call.

A short conversation to understand what you are trying to decide, and whether I may be the right person to help.

15 minutes. No preparation.

START HERE

Book your clarity call.

A short conversation to understand what you are trying to decide, and whether I may be the right person to help.

15 minutes. No preparation.

THE FIRST CONVERSATION

A simple place to start.

The Clarity Call is not a financial planning meeting and there is nothing you need to prepare. It is simply a chance to talk through what has brought you here, what you are trying to work out and whether it makes sense for us to continue the conversation.

You can tell me what is on your mind.

I can explain how I work and whether I think I may be able to help.

If it feels right to continue, we can agree what happens next.

THE FIRST CONVERSATION

A simple place to start.

The Clarity Call is not a financial planning meeting and there is nothing you need to prepare. It is simply a chance to talk through what has brought you here, what you are trying to work out and whether it makes sense for us to continue the conversation.

You can tell me what is on your mind.

I can explain how I work and whether I think I may be able to help.

If it feels right to continue, we can agree what happens next.

THE FIRST CONVERSATION

A simple place to start.

The Clarity Call is not a financial planning meeting and there is nothing you need to prepare. It is simply a chance to talk through what has brought you here, what you are trying to work out and whether it makes sense for us to continue the conversation.

You can tell me what is on your mind.

I can explain how I work and whether I think I may be able to help.

If it feels right to continue, we can agree what happens next.

CHOOSE A TIME

Find a time that works for you.

Find a time that works for you.

Find a time that works for you.

Select an available time below and the details will be sent to you automatically.

Select an available time below and the details will be sent to you automatically.

Telephone or Microsoft Teams.

Telephone or Microsoft Teams.

You will receive confirmation after booking.

You will receive confirmation after booking.

WHAT HAPPENS NEXT

Clarity is built one conversation at a time.

Clarity is built one conversation at a time.

Clarity is built one conversation at a time.

01

01

01

Clarity Call

Clarity Call

Clarity Call

See whether it makes sense to continue.

See whether it makes sense to continue.

See whether it makes sense to continue.

We talk briefly about what has brought you here, the decisions you are facing and whether my approach feels appropriate for your situation.

You leave knowing whether a further conversation makes sense.

You leave knowing whether a further conversation makes sense.

You leave knowing whether a further conversation makes sense.

02

02

02

Foundations

Foundations

Foundations

Understand where you are and what matters.

Understand where you are and what matters.

Understand where you are and what matters.

If we both agree to continue, the next step is a more detailed Foundations Meeting. We explore your circumstances, priorities and the questions that need answering before any advice is considered.

You begin with a clear understanding of what needs to be explored.

You begin with a clear understanding of what needs to be explored.

You begin with a clear understanding of what needs to be explored.

03

03

03

The planning process

The planning process

The planning process

Bring the whole picture together.

Bring the whole picture together.

Bring the whole picture together.

From there, we bring everything together, explore the available options and, if you decide to proceed, develop a personalised recommendation.

You remain in control of whether and how far you want to continue.

You remain in control of whether and how far you want to continue.

You remain in control of whether and how far you want to continue.

See how the full process works →

READY WHEN YOU ARE

The first step is simply a conversation.

The first step is simply a conversation.

The first step is simply a conversation.

You do not need to have everything worked out before you get in touch. That is often the point of the conversation.

You do not need to have everything worked out before you get in touch. That is often the point of the conversation.

Choose a time

No preparation. No obligation. Just an initial conversation.

Wealth Transfer Specialist Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

Wealth Transfer Specialist Ltd is registered in England and Wales, company number 15940667.

Registered address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, England, PO7 7SQ.

 

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