1. Consultancy – Free of charge and no obligation
You will have a discovery meeting with an adviser for you to find out more about us, and for us to identify your financial needs, attitude to risk, and long term goals.
Once we understand your current position and explained our services, we’ll confirm our terms of engagement and the work we’ll undertake on your behalf.
2. Recommendation – Understanding the bigger picture
At our initial meeting with you, we’ll gather information about your personal and financial circumstances. Following your agreement to work with us, we’ll supplement this with much more detailed information about your current financial arrangements. We’ll then conduct a detailed analysis and research of your affairs to help us understand how any existing arrangements are structured and currently performing.
Our recommendations will be provided to you in a detailed report which will summarise efficiencies and improvements to help you achieve your financial ambitions, covering areas such as tax planning and protection, retirement provision, and investment management.
3. Implementation – Taking action
Once we’ve discussed your strategic review, there could be several areas of financial and investment planning to address. We’ll take care of all the necessary paperwork and liaise with all third parties for you. Once we ‘ve aligned your financial position to meet your needs, it will be monitored on a regular basis.
Once your plan has been agreed, we provide comprehensive levels of ongoing support.
Our dedicated team of Wealth Managers will deliver unrivalled financial planning and management services.