Our consultative financial planning methodology
Problem-solving with clarity
Learn more about the steps and principles behind our approach. We combine analytical reviews, personal consultations, and transparent communication to deliver practical solutions for your objectives. Our process adapts to your evolving needs, always keeping your goals at the centre.
Meet our expert team
A dedicated team supports your financial planning needs.
Sarah Evans
Lead Advisor
Expertise
Sarah leads the team, ensuring every client receives clear, actionable advice and support.
Skills
Recognised leader
Award-winning advisor
Client trust
High satisfaction rate
Thomas Reed
Senior Consultant
Expertise
Thomas designs and refines our planning process, focusing on clarity and transparency for every client.
Skills
Process innovator
Developed new client systems
Creative thinker
Introduced fresh solutions
Priya Singh
Client Relations
Expertise
Priya ensures every client feels supported, valued, and heard throughout the process.
Skills
Trusted partner
Excellent client feedback
Client satisfaction
Above-average ratings
David Turner
Compliance Specialist
Expertise
David manages regulatory compliance, keeping your interests and data secure at all times.
Skills
Regulatory expert
Certified in compliance
Data protection
Maintains secure practices
How our process works for you
We combine analytical reviews, personal consultations, and a client-centred approach to deliver practical solutions for financial planning.
Initial consultation and discovery
We begin with a confidential conversation to understand your objectives, concerns, and current situation. This helps us tailor our approach to your unique needs and circumstances.
Gather information, clarify goals, and agree on your main priorities.
Analytical review and recommendations
Our team conducts a thorough analysis of your available options and market context. We provide recommendations based on current regulations, trends, and your specific requirements.
Evaluate potential solutions, discuss risks, and explain next steps.
Ongoing support and transparent updates
We continue to support you as your needs change, offering regular updates and ensuring you remain informed about any relevant adjustments or opportunities.
Maintain open communication, address questions, and adapt as necessary.
See how livorlaera compares
A transparent approach and client-first mindset set us apart
Compare our consultative process with typical industry practices and see the advantages we deliver for your financial planning journey.
livorlaera consultative process
Analytical reviews, tailored consultations, and ongoing support
Personalised support
Tailored to your unique needs
Transparent process
No hidden steps or surprises
Ongoing communication
Regular updates and check-ins
Data security focus
Confidential consultations always
Consultative approach
Solutions shaped by your goals
Traditional providers
Standardised advice, less emphasis on transparency or ongoing communication
Personalised support
Tailored to your unique needs
Transparent process
No hidden steps or surprises
Ongoing communication
Regular updates and check-ins
Data security focus
Confidential consultations always
Consultative approach
Solutions shaped by your goals