Our Method

Our Approach to Financial Planning Solutions

Discover how our team delivers transparent, client-focused support and analytical reviews for your needs.

Data Analysis

In-depth reviews inform our recommendations.

Personal Support

Guidance tailored to your situation.

Meet the sholunaviex Financial Planning Team

Experienced professionals dedicated to transparency, integrity, and practical solutions.

Sarah Mitchell

Sarah Mitchell

Senior Financial Consultant

BSc Economics University of Leeds

15 years "Retirement planning"

Willow Advisors

Certifications:

Chartered Financial Planner Member of CISI

Methods:

Client-first reviews Goal mapping Scenario analysis Transparent reporting Regulatory compliance

Key Skills:

Active Listening Data Analysis Report Writing Client Guidance

Awards:

Awarded Top Advisor 2023

Published industry articles

High client satisfaction

Mentored junior staff

Sarah brings insight and empathy to every client meeting.

James Patel

James Patel

Lead Analyst

MSc Finance London School of Economics

10 years "Risk assessment"

Summit Partners

Certifications:

Diploma in Financial Planning CFP UK

Methods:

Risk analysis Scenario planning Data modelling Client consultations Regulatory checks

Key Skills:

Data Modelling Risk Review Communication Problem Solving

Awards:

Developed risk model

Recognised for accuracy

Led analytics team

Presented at conferences

James is known for thorough analysis and straightforward communication.

Anna Green

Anna Green

Client Relations Manager

BA Business Management University of Manchester

8 years "Client communication"

Prime Solutions

Certifications:

Diploma in Client Services Accredited Customer Experience Professional

Methods:

Active listening Feedback collection Service improvement Needs assessment Clear communication

Key Skills:

Client Service Team Leadership Feedback Analysis Relationship Building

Awards:

Improved client feedback scores

Organised client events

Team leader award

Positive testimonials

Anna ensures every client feels heard, respected, and supported.

Michael Foster

Michael Foster

Compliance Specialist

LLB Law King’s College London

20 years "Regulatory compliance"

Crown Advisors

Certifications:

Certified Compliance Officer Member of ICA

Methods:

Regulation review Policy development Risk assessment Audit processes Ongoing monitoring

Key Skills:

Policy Analysis Risk Mitigation Legal Research Process Auditing

Awards:

Led compliance projects

Updated policy manuals

Trained staff

Passed FCA audits

Michael focuses on upholding rigorous standards and regulatory requirements.

How Our Planning Process Works

A clear, step-by-step journey designed to keep you informed and comfortable with every decision.

1

Initial Consultation and Understanding Needs

We begin with an open conversation to learn about your goals, values, and unique financial circumstances.

This sets the foundation for a tailored approach.

2

Analysis and Scenario Review

Our team conducts an analytical review of your situation, exploring different options and potential outcomes.

We use data and experience to provide clear insights.

3

Solution Development and Discussion

Together, we discuss possible solutions. We explain each option clearly and answer your questions.

Our goal is ensuring you understand every step.

4

Ongoing Support and Adjustments

We remain available to answer questions, provide updates, and adjust plans as your needs evolve.

Long-term support is always part of our service.

How We Compare

What sets sholunaviex apart?

Feature
sholunaviex
Others
Transparent Communication
Personal Consultations
Ongoing Support
Analytical Reviews
No Product Sales