How We Work

Our process starts with getting to know you, your financial and lifestyle goals. As part of this process we assess your time horizon, your attitude to risk and your cash flow needs. We then assess your existing financial arrangements – salaries, pensions, business assets, savings and investments. We meld the two to form a long-term financial plan, which will outline, in plain English, the actions you need to take.

 

We can arrange the implementation of the plan, finding the right pension, ISA, and investment structure or explain how you can implement the plan yourself. Our recommendations ensure that all of your investments are managed in the most tax-efficient and productive way. We have done extensive due diligence to select reliable partners who will understand the needs of our clients as well as we do.

 

Once your plan is on track, we will then put in place a structured review process. This involves regular updates to check that your plan is still heading in the right direction and that your needs have not changed. We would automatically update your plan for any major life changes, such as the birth of a child, marriage, divorce or retirement. This is our Advisory Service.

 

Alternatively, we offer a Transactional Service for clients who have portfolios which require less ongoing administration and reviewing.  For clients who select this service option there is no ongoing advice and review service, instead clients pay as and when they require advice. As with all our fees we will never charge until you have agreed how we are to be paid.


Becoming A Client

Becoming a client of ours couldn't be easier!

 

Having looked at our website and decided that you would like to discuss further how we can help you, the first step therefore is for you to make contact with us, so that we can arrange a meeting at a mutually convenient time.

 

Our first meeting is free of charge and without obligation, it is an opportunity for us to get to know you and see how our services can benefit your financial circumstances.

 

You can get in touch with us in a number of ways; by phone, e-mail, writing to us, or by visiting our offices. See our Contact Information for full details.

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Client Services Brochure - Feb 2016.pdf
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