How We Do It
We start with a discovery meeting to get to know you and your circumstances and ultimate objectives.
Your profile is then created and we use this as the core document to refer back to for any future amendments or enhancements.
Analysis & Preparation
Following our discovery stage, we start to work on an action plan with defined timescales and resources.
We identify the best solution providers according to your requirements and budget.
The presentation stage is important and dynamic as we will discuss our progress to date and make any necessary changes before moving to the next stage.
At this stage we engage any necessary service providers and collect all the requirement information to enable a smooth onboarding.
We manage the process on your behalf and provide regular updates as defined in the agreed profile.
The review stage is not defined by a set timescale but by your comfort level and is ongoing and dynamic, we will however put some specific milestones in place which will enable both of us to review the progress of your plan.
Merriwey Limited Registered Office: Kemp House, 160 City Road, London, United Kingdom, EC1V 2NX. Registered in England & Wales ref: 11084343. Merriwey Limited does not provide financial, tax or legal advice but can arrange such via third parties.