How we work with you
Our service always starts with an initial meeting, at no cost or obligation to you. Following this, here’s what you can expect.
We begin by gathering all your relevant personal and financial information, and by setting your goals and objectives for the future. This is done via a face to face meeting.
Alongside your objectives, we will then analyse your current financial position, liaising with your existing product providers on your behalf and determining where we can make improvements.
Your tailored financial plan will then be developed and investment recommendations made. We then present them to you in full confirming the services offered and the cost of those services.
If you’re happy to proceed, we will implement your plan, using all of our knowledge and expertise to ensure it achieves your desired outcomes.
Your plan is regularly reviewed to ensure it adapts to changing circumstances. We will also provide ongoing investment management and reviews.