01

getting to know you

An initial meeting with one of our advisers that is completely free of charge or obligation. This first meeting gives you an opportunity to find out how we work.

 

We will get to know you and your current financial situation and understand what it is that you want to achieve. 

02

Preparation

We get to work behind the scenes, carefully digesting what you have and what you are aiming for. We will determine what you can achieve with your existing resources and what you might need to do differently to meet your goals.

Then we research the whole of the market and identify the right financial products for your bespoke investment portfolio. We will prepare a report that details your financial plan and our recommendations.

03

presentation

We will present you with a written report specific to your individual circumstances. It will be clear, concise and jargon free. The report will give recommendations that are relevant, robust and suitable for you.

Then we will meet a second time to discuss your plan in detail. We will answer any questions you might have and make any necessary adjustments.

04

implementation

When you are completely satisfied with your financial plan and are ready to proceed we will put it in place it for you. We will make sure all transactions happen in a timely fashion and in line with financial regulations.

05

Working with you long-term

Our ongoing portfolio review service and regular valuations help to ensure that your wealth is secure. We keep abreast of changing legislation, tax rules and economic conditions and respond to any changes by keeping you informed. 

We keep up to date with your situation by regularly reviewing your plan with you. As you and your circumstances change your plan may need to change too.