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 have ascertained your current position and explained our services, we will confirm our terms of engagement and the work we shall undertake on your behalf.
2. Recommendation – Understanding the bigger picture
We’ll gather information about your personal and financial circumstances at our initial meeting with you. Following your agreement to work with us we will supplement this with much more detailed information about your current financial arrangements. We will 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. This will cover areas such as tax planning and protection, retirement provision, and investment management.
3. Implementation – Taking action
There could be several areas of financial and investment planning to address once we have discussed your strategic review. We’ll take care of all the necessary paperwork, and liaise with all third parties for you. Once we have 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.