How Our Personal Financial Consultations Work
Every step of our consultation model is built for transparency and clarity, ensuring recommendations align with your circumstances and goals.
Meet Our Advisory Team
Simon Bennett
Lead Consultant
With over 15 years in the financial sector, Simon is responsible for ensuring that every client receives thorough and clear advice. His commitment to transparent guidance shapes the way our team operates. Simon's approach blends analytical reviews with direct client conversations to help clarify complex situations while maintaining data privacy throughout.
Fiona Clark
Senior Advisor
Fiona has a reputation for approachable, client-focused consultations that never rush decision making. Her background in market analysis enables her to explain current trends in simple terms, so clients can more confidently explore options. She values honest dialogue and personalised support at every stage.
Daniel Wright
Analyst & Support
Daniel ensures the process remains responsive and efficient. His skills in handling data and providing background research support the team’s recommendations. Daniel is dedicated to preparing insightful materials and answering technical queries promptly for all clients.
Our Step-by-Step Process
Fiona Clark
Senior Advisor
"Clear communication and analytical preparation make genuine financial clarity possible for each client. Our method aims for comfort and confidence at every stage."
Day One
Initial Discussion
A brief introduction to understand your situation, concerns, and objectives before recommending specific next steps.
Within 1 Week
Analytical Review
Our team conducts a thorough analytical review, using relevant current data to inform our recommendation process.
After Review
Personal Consultation
We schedule a meeting or call to deliver personalised feedback and discuss findings, ensuring all questions are addressed.
Ongoing
Follow-Up Support
After your session, you can access ongoing support to clarify recommendations or address any additional concerns.
quariontiva vs Other Providers
Discover how our personal, analytical approach sets us apart from alternatives.