How We Work
Coordinated, long-term planning. Not a series of one-off transactions.
The Foursquare service is built for people who value thoughtful, long-term planning over short-term fixes. Clients tend to be retirees and business owners who have worked hard to build what they have and want the confidence that it is being managed with proper care and discipline.
What sets the service apart is coordination. Pensions, investments, tax, estate planning, later life — these areas are rarely addressed together by a single firm. At Foursquare, they are. That joined-up approach means the advice given in one area takes account of everything else, and nothing falls through the gaps.
A deliberate decision has been made to work with a limited number of families at any one time. This keeps the service personal, the relationships genuine, and the attention undivided.
The process below sets out how a new client relationship typically develops, from first conversation to long-term partnership.
Step 1 — Initial Conversation
It begins with a meeting — usually around an hour — focused on listening carefully to your situation, your concerns, and what you want your financial life to look like. There is no cost, no obligation, and no jargon. If Foursquare can help, you will know how. If it is not the right fit, that will be said honestly too.
Step 2 — Discovery and Analysis
If you decide to proceed, the full picture is gathered — your assets, income, pensions, liabilities, tax position, and family circumstances. Cashflow modelling and detailed analysis build a clear picture of where you stand today and what is possible in the future.
Step 3 — Your Financial Plan
A clear, written financial plan is presented, addressing your goals and concerns. Every recommendation is explained in plain language. Every recommendation is explained — what, why, what it costs, and the expected outcome. You have time to consider it — there is no pressure to proceed.
Step 4 — Implementation
Once you are happy with the plan, implementation is handled for you. All paperwork is managed, providers coordinated, and everything set up correctly. You are kept informed at every stage, but you do not have to manage the detail.
Step 5 — Ongoing Partnership
Financial planning is not a one-off event. Your plan is reviewed regularly, adjusted for changes in your life or the market, keeping everything on track. You will always know where you stand, with support always available when needed.
What you can expect from us
Independence
Not tied to any product provider. Advice based entirely on what is right for you.
Transparency
Our fees are clear and agreed upfront. There are no hidden charges or commissions.
Continuity
You work with the same adviser over time. A relationship, not a transaction.
Ready to start?
The first conversation is free, with no commitment. The first conversation is about listening to your situation and explaining whether and how Foursquare can help.
Or call us on 028 9590 9717.