OUR PROCESS

Stage One - 'Discovery Meeting'

 

We don't believe we have any right to tell you what to do with your money until we know you...

 

We take time to get to know you and what's important to you. We will sit down with you, either at your home, work or at our office and take time to understand what's really important to you. This meeting is entirely at our expense, without obligation.

 

Stage Two - 'Analysis'

 

We then go back to the office to do the important behind the scenes work. This may include getting more information on your existing plans, analysing information such as their suitability based on risk, costs and tax etc.

 

Stage Three - 'Presentation of your financial plan'

 

When we are fully aware of your situation and existing plans we can build these in to a financial forecast. This will give us an initial picture of your financial world. From this Base Plan, we can talk you through our advice and things that you may need to change or consider.

 

We use specialist financial forecasting software, as shown in the video to the left to help build that picture.

 

Stage Four - 'Annual Forward Planning' meetings and ongoing service

 

Our existing clients are the most important to us. We are always available on the phone or email. We give our clients 24 hour access to their portfolios wherever they are (as long as you have internet!).

We will meet with you at least annually to ensure that your plans remain on track and the most suitable for your circumstances.