We provide a complete financial planning and wealth management solution, building long-term and trusted relationships across the generations. We use a structured 6 stage advice process that helps us to meet the complex needs of our clients and deliver a consistently high level of service.
It begins with an no obligation free initial meeting, where we identify your needs, attitude toward investment risk and the compatibility of our services. We gather data to establish a complete picture of your current situation. Using expertise and specialist research capability we then create our recommendations.
In the second meeting we present our findings and recommendations to you. You then voice all of your questions and concerns which we will address before we then agree on a plan you are happy with and confirm the next steps. Once agreed, we implement your plan, by liaising with the relevant providers to put your policies in place, set up debit orders etc.
We will then meet at regular intervals to check on and discuss the plan and monitor your portfolio. At these meetings we will update you on how your investments are doing and we can make any changes that are required.