How It Works

Getting financial advice shouldn’t feel like a big mystery. Here’s how working with SparksWealth usually looks - from your first conversation to putting your plan in place.

Our 6 steps process

1

Intro call

2

Onboarding

3

Analysis

4

Planning

5

Implementation

6

Annual reviews

Intro call

Just a quick chat to get to know each other, hear what you need, and explain how SparksWealth works. No pressure and no obligation, it’s simply a first step to see what you’re trying to achieve and how we can support you.

Completely free

Pick a time that suits you, book in seconds

No obligation to go ahead, take your time and come back to us when you’re ready

Consultant reviewing funding analytics on a clipboard beside a laptop

1 Intro call

2 Onboarding

3 Analysis

4 Planning

5 Implementation

6 Annual reviews

Intro call

Completely free

Pick a time that suits you, book in seconds

No obligation to go ahead, take your time and come back to us when you’re ready

1 Intro call

2 Onboarding

3 Analysis

4 Planning

5 Implementation

6 Annual reviews

Intro call

Completely free

Pick a time that suits you, book in seconds

No obligation to go ahead, take your time and come back to us when you’re ready

1 Intro call

2 Onboarding

3 Analysis

4 Planning

5 Implementation

6 Annual reviews

Intro call

Completely free

Pick a time that suits you, book in seconds

No obligation to go ahead, take your time and come back to us when you’re ready

What to expect

The process matters just as much as the advice itself. We want every client to feel comfortable, informed, and well looked after at every stage.

Personal advice

Your life is unique, and your plan should be too. We take time to understand your goals, your finances, and what matters most to you before recommending anything.

No sales pressure

Our advisors don’t have sales targets, so the focus is never on selling for the sake of it. We care about helping you make the decision that’s right for you and your future.

Clear guidance

You don’t need to be an expert. We’ll guide you through each step, explain your options clearly, and make sure you feel comfortable with what comes next.

No upfront fees

All consultations are free, we don’t charge planning fees. If you decide to put a plan in place, we're paid by providers, and we'll always explain that clearly.

You’re not just a case

We know this is personal. You’re not treated like a number or pushed through a standard process - we take your situation seriously and work with you as an individual.

Ongoing relationship

This is not a once-off conversation. We’re here to support you as life changes, with regular reviews to keep your plan aligned with your life and goals.

What you’ll need to do

You might be wondering if there’s anything you need to prepare. Here’s a simple breakdown of what we’ll need from you, and when.

Intro Call

Nothing to prepare

The first call is simply a conversation to understand where you are now and what you need help with.

Onboarding

A bit of work

This is the most work you’ll have to do in the whole process. We’ll ask you to complete a few forms so we can understand what’s unique about your situation and build the advice around it.

Implementation

Relax & enjoy

We’ll take care of paperwork and chase the providers. All we need from you is a few e-signatures and a photos of a couple of documents (ID, proof of address, etc.).

What you’ll need to do

You might be wondering if there’s anything you need to prepare. Here’s a simple breakdown of what we’ll need from you, and when.

Intro Call

Nothing to prepare

The first call is simply a conversation to understand where you are now and what you need help with.

Onboarding

A bit of work

This is the most work you’ll have to do in the whole process. We’ll ask you to complete a few forms so we can understand what’s unique about your situation and build the advice around it.

Implementation

Relax & enjoy

We’ll take care of paperwork and chase the providers. All we need from you is a few e-signatures and a photos of a couple of documents (ID, proof of address, etc.).