Our initial advice process
Our expertise and experience enable us to provide independent advice to our private and corporate clients on Saving and investments, Pensions and retirement planning, Inheritance tax planning and estate planning, Mortgages and Financial protection, as well as Private medical insurance. Where appropriate, we are also able to provide access to other types of investments including Venture capital trusts, Enterprise investment schemes, and Business Relief.
The first steps…
We hold an introductory meeting with all new clients, during which we develop a thorough understanding of your financial circumstances, needs and objectives to ensure that we provide you with best advice. The cost of this meeting will be borne by us. If you decide that you wish to work with us, we will agree the scope of our relationship in terms of initial and ongoing advice and the cost of our services.
Once we have agreed on the service that you require, we will then create a comprehensive financial plan based on a detailed and thorough analysis of your current situation, your objectives and your attitude to risk.
Our recommendations will be presented for your approval and, subject to any agreed amendments, implemented so that you can begin working towards your goals and objectives.
We will monitor and review your implemented strategy and make any appropriate amendments in keeping with the level of service that you have chosen.
We are able to liaise directly with our clients' existing professional advisers such as solicitors and accountants and/or introduce our clients to suitable professional advisers, where appropriate and depending on the service proposition that you choose.
Download our SERVICE PROPOSITION brochure.
