Becoming a client

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.

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.

It’s so simple, we don’t have to worry. We’ve been with Chris for 5 years and have no hesitation in recommending our friends and family. There are no products pushed on us. It’s just help, help, help... It’s not sell, sell, sell. What we’re told is what we got. The service is great!

The fact of the matter is, both my wife and I, we both implicitly trust Chris Young and he has done, in all these years that we have now been with him an absolutely fantabulous job.