Our Process

At Bre-Ton, we have a clear and easy to follow process, keeping you informed at each step to ensure you know what’s happening at each stage.

  • Get in touch

    I will listen to your query and let you know how I can help. We can have an free informal conversation where I can let you know how I can help.

  • Consultation

    We’ll setĀ up a free appointment in a place that suits you – your home, my office or even a local coffee shop! I will work around your day, any time suits. We can have a chat about your needs and agree your priorities, and take it from there.

  • Research

    I will then go away and research the market place and recommend the appropriate action to meet your objectives. As I am independent, I will be looking at options with no influence from any insurance companies or banks.

  • Implement

    After I complete detailed and comprehensive research, I will provide you with a tailored financial recommendation based on your own priorities and objectives. If you are happy with this, I will complete all the necessary paperwork and applications on your behalf, keeping you informed throughout the process.

  • Review

    I don’t stop there – I will keep in touch to ensure your tailored plan is still suiting your needs, and work with you to help if your circumstances have changed or needs updated.