How We Work
We provide a complete financial planning and wealth management solution, building long-term and trusted relationships across the generations.
We have a simple six stage process, which helps us determine the best possible solution for you.
It begins with a free initial meeting and it is here we identify your needs, assess your attitude towards risk and if our services are compatible with you.
We gather as much information at the first meeting as we can to build a complete picture of your situation and objectives. Once our fees have been discussed and agreed we will proceed onto the next stage.
We will use state of the art research software and with our team of back office experts, we will create our recommendations based on your objectives.
It is during our second meeting, that we present our recommendations using simplistic and jargon-free explanations. We will discuss with you in depth our recommendations and answer any questions you may have. We will then confirm with you the next steps.
We then implement any agreed plans and once they are in place, we will monitor and review based on the agreed service arrangements.