Discover Our Consultation Methodology
Transparent. Analytical. Personal.
Our process at covunaraateri is designed to ensure every client receives clear, practical guidance based on analytical reviews and a deep understanding of their goals. We value transparent communication and tailor every interaction to your needs.
Meet Our Team
Experienced, client-focused professionals
Emily Carter
Senior Consultant
Education
Master of Finance, London School of Economics
Emily brings expertise in analytical reviews and personal consultation, focusing on client needs and transparent advice.
Experience
Skills
Methods
Certifications
James Wilkinson
Lead Analyst
Education
BSc Economics, University of Manchester
James specialises in market reviews and transparent communication, providing clients with clear, data-driven advice.
Experience
Skills
Methods
Certifications
Priya Desai
Compliance Specialist
Education
LLB Law, University College London
Priya ensures all consultations comply with UK regulations, focusing on ethical standards and reliable support.
Experience
Skills
Methods
Certifications
Oliver Grant
Client Relations Manager
Education
BA Business Management, King's College London
Oliver manages client communications and support, ensuring every client receives consistent, reliable service.
Experience
Skills
Methods
Certifications
Our Four-Step Consultation Process
We use a clear, structured approach to ensure every client receives relevant guidance and ongoing support.
Understanding Your Priorities
We start by listening to your goals, challenges, and what matters most to you. This first step ensures our advice is fully tailored.
This meeting can be conducted in-person or virtually as you prefer.
Analytical Review and Assessment
Our team analyses relevant financial data and market dynamics, providing clear explanations throughout the review process.
We focus on transparency and answer all your questions at every stage.
Personal Consultation and Recommendations
Based on our analysis, we deliver tailored recommendations and discuss different options to support your objectives.
You receive practical advice, with all considerations explained clearly.
Ongoing Support and Follow-Up
We remain available for further questions, follow-ups, and adjustments as your circumstances evolve.
Our support continues for as long as you need us.
How covunaraateri Compares
See the advantages of our approach in financial planning consultations.
We focus on transparency, compliance, and tailored support for every client.
covunaraateri Consultations
Client-centric, transparent, and fully aligned with UK regulations.
Typical Advisory
Often less personalised, with inconsistent communication and support.
Transparency
Clear communication and open process.
Client Support
Ongoing assistance and follow-up.
Regulatory Alignment
Fully compliant with UK standards.
Tailored Advice
Personalised recommendations always.