Becoming a client

You need to know that we are the right advisers for you, that we can give you the help you need.

You need to know how much we cost, and the value we will provide.  We invite you to start this process by making contact.

Make contact

Call us, or send us a message.  We’ll have a quick discussion about your situation and you can ask any questions you like about our services. We can then book you in for the first meeting.

First meeting

In the first meeting we will get a clear understanding of your situation and what is important to you.  We’ll explain what you can expect from working with us.  If, after this meeting, you would like to continue the process CY Financial Advice will start working on your proposal.  


We’ll outline the advice we will give you and what it will cost to deliver this advice.  There is no pushy sales tactics here.  If  you see value in what we propose, then we can start working together.

Book a free discovery call

Our team is on a single mission: to help our clients have the retirement they dreamed of. Nothing delights us more than helping our client’s dreams become a reality. Book a discovery call now to find out more about how we hep you!