How We Work
Clarity. Structure. Support.
A financial journey that’s designed around you
At Cohesion, we believe financial planning works best when the process is clear, structured, and supportive. Every step is guided by transparency, fairness and a genuine focus on what matters to you. Whether you’re planning for the future, arranging a mortgage, or putting protection in place, our approach is built to help you understand your options and make decisions with confidence.
Start your journey
Your journey with us
A process designed around you
We follow a simple, five-step process to help you move forward with confidence. While the details vary depending on your needs, the framework stays the same: we listen, plan and support you at every stage.
Explore our process
Our fees explained
Fair, transparent fees
We know clarity matters when it comes to cost. That’s why our fees are simple, transparent, and explained upfront. With all of our solutions, you’ll always know exactly what you’re paying, with no hidden extras.
See our fees explainedMore than advice – ongoing support
At Cohesion, we believe financial solutions should be personal, ongoing, and meaningful. From our secure client portal to regular reviews and purposeful guidance, our clients enjoy benefits that go far beyond a traditional financial plan:
Secure client portal
Access your plans, documents and insights anytime. Stay in control and keep a clear view of your finances whenever you need it.
Flexible review meetings
Life changes and so can your financial priorities. Ongoing clients receive two extra review meetings each year, keeping your plan aligned with your goals.
Tailored guidance and insights
Get advice that evolves with you, helping you make confident decisions today and for the future.
Referral rewards & positive impact
When you refer someone to Cohesion, you choose how we say thank you: donate to a charity of your choice (or ours), or receive a gift voucher from a local or national business. It’s our way of sharing success and giving back together.
Purpose-led approach
As a firm on the path to B Corp certification, we uphold the highest standards of ethics, sustainability, and social impact. Your finances are managed by a business that cares about people, community, and the planet — not just profits.
Exclusive client experiences
When you refer someone to Cohesion, you choose how we say thank you: donate to a charity of your choice (or ours), or receive a gift voucher from a local or national business. It’s our way of sharing success and giving back together.
Long-term partnership
Financial planning is a journey, not a one-off event. We build lasting relationships so you feel supported every step of the way.
Find answers to common questions
Financial services can feel complex. That’s why we’ve answered the most common questions our clients ask – from how we work, to fees, to the support you can expect.
Read our FAQs
Take the first step
Whatever your goals, the first step is a conversation. We’ll help you clarify your priorities and map out a plan that works for you.
Get in touchClarity delivered
Cohesion Connects is coming soon – a monthly round-up of expert guidance and practical ideas to help you feel more confident in your financial decisions. Sign up and we’ll let you know the moment it launches.
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Our commitments
We believe great financial advice is built on trust, transparency, and doing the right thing, every time. That’s why we align ourselves with respected charters and organisations that hold us to the highest standards of care, ethics, and client protection.
These commitments shape how we work, how we make decisions and how we support the people and communities we serve.
