Financial Consultation

Our Process

Partner with us

Contact

Let's start with a quick chat - there's no obligation at all in talking. Feel free to phone or email us and be connected to a specialist advisor. We’re also on social media - message Ledger Financial Group on Instagram, FB Messenger or Linkedin and we'll be in touch asap.

Meeting

Working to your diary, we’ll arrange a suitable time to meet in person, or we can connect through services like Facetime or Skype. When we establish what you need, we’ll provide you with access to your password-protected online portal. An engagement letter will follow, which will provide an overview of the agreed approach and fees.

Design and Collaborate

We become a true partner in your productivity, offering ongoing advice. We carefully prepare everything you need and can handle all compliance issues. With our proven financial expertise - complemented by the latest software and digital transfer techniques - you can stay ahead of the pack.

Implement, Execute, and Review

With Ledger Financial Group, you will enjoy complete peace-of-mind throughout the process. By closely following the plan, everything is done thoroughly, precisely, legally, and on time. With ongoing support from our experienced advisory team, you save valuable time and free up internal resources, allowing you to focus on your business and personal goals.