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Achieve Your Objectives

Support Tailored to Your Unique Circumstances

All our solutions are designed with your goals in mind and each recommendation is discussed and reviewed by three highly experienced financial industry professionals to ensure the optimal plan for your finances.

Initial Meeting

Following a fee free initial meeting to learn about your needs and requirements, one of Chevening's Advisers will provide you with a fixed fee proposal.

Analysis

We will take time to understand your current financial position, future goals & attitude to risk to enable our financial industry experts to find the optimal solutions for you.

Solutions

Your dedicated Adviser will meet with you to present & explain our recommendations to you.  With your agreement we will implement the finalised plan.

Ongoing

To make sure your finances stay on track and in line with your life goals, your Adviser will meet with you regularly to review any changes which may be needed.

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