We take a four-step approach to helping your achieve your financial goals and objectives.


Consultation

An initial meeting: this will involve a discussion of your financial position, aspirations and goals. Initial disclosure documents and an explanation of our charges and practices will be provided. Following our meeting we will send you an engagement letter detailing our services and the advice we will provide.


Research & Planning

We will then prepare and issue a comprehensive financial planning report before arranging our next meeting.


Advice & Implementation

We will then go through your bespoke financial planning report in a clear and comprehensive manner. We will also explain the implementation process of any policies required and what services we will continue to provide.


Review & Analysis

This is where we review your objectives and goals and make any necessary changes to your financial plan. We would review and explain performance of any investments/pensions as well as reviewing your risk tolerance to ensure that you are taking the appropriate amount of investment risk.