How We Do it
The first stage in our process is always to find out exactly what it is you are looking to achieve.
For individuals, this includes your goals, aspirations, values and dreams. Unless we understand what is important to you as a person, we can never be sure our advice is truly focused on helping you live the life you want.
For charities and trustees the same thing applies – although here of course we are looking at your charity or trust’s purpose, who your beneficiaries are, the timeframes you are typically working within. Again, until we know all of these things, we cannot provide you with the advice you need.