Our Consultation Philosophy and Process

We believe in providing clear, unbiased support for your financial decisions. Our process combines analytical reviews, personal consultations, and ongoing guidance tailored to your needs.

Meet Our Team

Experienced, client-focused consultants

Anna Robertson

Lead Consultant

14 Years • Market analysis

Education

MSc Finance, London School of Economics

Anna brings deep expertise and clear communication to every client interaction.

Experience

FinPlan Associates - Senior Analyst (6 years)

Insight Partners - Consultant (4 years)

Skills

Analysis Communication Client focus

Methods

Analytical reviews Personal consultations

Certifications

Chartered Financial Analyst

Diploma in Financial Planning

David Kim

Senior Consultant

12 Years • Resource allocation

Education

MBA Finance, University of Cambridge

David specialises in transparent advice and ongoing client support for complex cases.

Experience

MarketWise Ltd - Financial Consultant (5 years)

Clarity Advisors - Analyst (4 years)

Skills

Strategy Support Transparency

Methods

Market analysis Client support

Certifications

Chartered Financial Planner

Certificate in Business Analysis

Priya Patel

Consultant

7 Years • Consultation process

Education

BA Economics, University College London

Priya focuses on making complex topics accessible and supporting clients long-term.

Experience

FuturePlan - Junior Consultant (3 years)

Direct Finance - Analyst (2 years)

Skills

Engagement Support Clarity

Methods

Client engagement Clear communication

Certifications

Diploma in Financial Services

Certificate in Client Relations

Michael Lee

Associate Consultant

8 Years • Analytical support

Education

BSc Business Management, King's College London

Michael brings an analytical eye and a collaborative approach to client interactions.

Experience

Prime Advisory - Analyst (4 years)

Insight Solutions - Associate (3 years)

Skills

Collaboration Reporting Analysis

Methods

Collaborative reviews Analytical reporting

Certifications

Certificate in Financial Consulting

Member, CFA Society UK

Our Consultation Process Timeline

Transparency and clarity guide each step, from initial meeting to follow-up support. Here’s what you can expect.

Phase 1: Introduction Call

Understanding Your Situation

We start by discussing your financial background, goals, and any challenges you face. This helps us tailor our analytical review and recommendations.

Personalised overview

We establish your unique context and needs.

Open discussion

You can raise questions and share priorities.

Phase 2: Analytical Review

Market and Options Analysis

Our team prepares an analytical review of relevant market trends and options, focusing on transparency and clarity.

Market insights

Clients receive accessible, practical information.

Thorough evaluation

We consider your stated objectives and concerns.

Phase 3: Consultation Meeting

Presenting Recommendations

We meet to discuss our findings, present clear recommendations, and answer your questions. All advice is tailored to your circumstances.

Tailored support

All options and terms are clearly explained.

Clarity and insight

You gain a clear understanding of recommendations.

Phase 4: Ongoing Support

Follow-Up and Updates

After the initial meeting, we continue to support you with updates and answers as your needs evolve.

Regular updates

We keep you informed about relevant changes.

Continued assistance

Our team is available for further questions.

How elatazenaatelo Compares to Others

See how our approach to financial planning stands out for clarity, transparency, and ongoing support.

Key Features	elatazenaatelo	Alpha Planning	MarketView Consult
Unbiased, Transparent Advice	Yes	Varies	Varies
Analytical Reviews Provided	Included	Optional	Not always
Ongoing Client Support	Yes	Limited	No
Personal Consultations	Yes	Yes	Varies
Clear Communication	Always	Varies	Varies