How we deliver value
A practical, user-focused process
At perinovaqlys, our methodology is designed to prioritise your needs. We blend analytical reviews, personal consultations, and transparent communication to support your planning journey from start to finish. Every step is tailored to help you make informed choices confidently.
Meet our planning team
Our experienced advisors combine expertise with a genuine commitment to your goals.
Sophie Turner
Lead Advisor
Focus
Analytical reviews
Skills
Sophie brings a detail-oriented approach, ensuring clients receive thorough and relevant insights every time.
Liam Harris
Senior Consultant
Focus
Personal consultations
Skills
Liam’s experience enables him to provide clear, practical guidance tailored to each client’s circumstances.
Olivia Smith
Planning Specialist
Focus
Transparent support
Skills
Olivia ensures that all clients understand the planning process clearly and feel supported throughout.
Jackson Lee
Consultant
Focus
Client focus
Skills
Jackson is dedicated to building trust and ensuring every client receives personalised attention.
Our transparent planning process
We follow a clear, step-by-step approach to ensure you always know what to expect, from your first conversation through to actionable recommendations and ongoing support.
Initial conversation
We start by listening to your needs and understanding your goals. This helps us tailor the conversation to your situation.
Your advisor will ask questions about your current position and listen carefully to your objectives. This forms the foundation for a meaningful planning process.
Analytical review
Our team conducts a detailed analysis based on the information provided, reviewing all relevant aspects.
We examine your circumstances and market factors, using advanced tools to ensure recommendations are practical and grounded in real data.
Personalised recommendations
After analysis, we present you with clear, actionable recommendations tailored to your goals.
Your advisor will explain each option in detail, ensuring you understand the rationale and can ask any questions before moving forward.
Ongoing support
We remain available for follow-up discussions, updates, and adjustments as your needs evolve over time.
Our support doesn’t end after the initial recommendations. We offer continued guidance, giving you peace of mind for the future.
Comparing planning platforms
See how perinovaqlys’s approach stands out in client support and transparency.
A direct comparison of perinovaqlys and a typical competitor highlights our strengths in communication, clarity, and client focus.
perinovaqlys platform
User-focused support and transparent process
Typical competitor
Standard process with less tailored support
Client support
Availability and personal attention
Communication clarity
Clear explanations and transparency
Process transparency
Step-by-step, open guidance
Ongoing consultation
Continued support and follow-up