Our Process

Our three step plan for success is super simple: It’s about getting to know you; building a financial plan to achieve your objectives; and keeping you on track. That’s it.

Get to know you

This is your financial plan; it’s about your life, your family and your long-term goals. We set up conversations to understand your objectives and your motivators, through a fact finding process. This step is about asking questions and identifying the things that matter most to you.

Build your plan

Once we understand your objectives, step 2 helps us form a visual picture of how we might power your financial plan. Our aim is to highlight where you are in your financial journey and what you need to do to achieve all your goals.

Keep you on track

The final step is to keep you on track to achieve your goals. We work with you throughout the journey, monitoring life’s changes and ensuring our advice remains relevant to you so you can stay on track to reach your financial objectives.

Talk to an adviser.

Our clients love our straightforward financial advice. We like knowing we got them the best deal possible.

Speak to one of our advisers who will be more than happy to help!

Trust the Numbers

Creating Personalised Solutions
For All Of Our Clients

happy clients

EXPERT advisers

Years in Business


"As finance is a minefield to a lay person such as myself, to be offered professional but unbiased advice by a team who, between them, have a wealth of experience, has allayed any fears I may have had. I cannot recommend NKT Financial Solutions highly enough"

Mandy Rix

"NKT Financial Solutions have regularly provided us with both investment advice and pension advice for a number of years now, in a highly professional and helpful manner at all times. Without Matt's help, knowledge and patience we would have been "up the creek without a paddle" financially. We cannot recommend them highly enough!"

Mr & Mrs Chapman

Make An Appointment

You can make an appointment for a no-obligation free consultation by calling us on 01638 561 522, emailing us, or by filling in our online contact form here.

Go ahead, we’d love to hear from you!