Clear Answers Before You Commit

Steady Wealth Horizon works with individuals and organisations who want a structured, transparent approach rather than ad-hoc advice. Most clients come to us because they value a defined process and clear documentation over informal recommendations.

You can request access through the form on our homepage or contact page. A member of our team will follow up to understand your situation and confirm whether Steady Wealth Horizon is a good fit before any engagement begins.

Engagement terms vary depending on scope. We outline any commitment period clearly before you agree to proceed, and nothing is finalised until you've had a chance to review the terms in writing.

Onboarding follows the staged process described on our Advantages page: an initial consultation, a review of your objectives, and a proposed plan tailored to your circumstances. You remain informed and involved at each step.

Pricing depends on the scope of work agreed with you. We provide a written breakdown before any engagement so there are no surprises, and we're happy to discuss structure during your initial consultation.

Transparency is central to how we operate. Clients receive documentation explaining the reasoning behind any recommendation, and you're welcome to ask questions about our process at any stage of the engagement.

We review arrangements periodically and can adjust scope as circumstances change. If your needs shift significantly, simply raise it with your point of contact and we'll discuss how to adapt the plan.

Yes. While our office is based in Edinburgh, much of our work is conducted remotely, and we coordinate with clients by phone, video, and email regardless of location.

Client information is handled according to the practices outlined in our Privacy Policy. We only use information necessary to provide our services and do not share it beyond what is required for that purpose.

Cancellation and pause terms are set out in your service agreement. We aim to keep these terms straightforward — please refer to your agreement or contact us directly for specifics relevant to your arrangement.