OUR STANDARD PROCEDURES ARE:

INITIAL CONSULTATION - AT NO COST TO YOU:

Discuss how we work and the charges you can expect.
Establish your needs and objectives.
Collate the information we require.
Complete our confidential questionnaire and agree an action plan for the next meeting.

WE WILL THEN:

Carry out research across the whole market.
Prepare our advice and recommendations.
Obtain information and paperwork in preparation for our next meeting.

AT THE SECOND MEETING WE WILL:

Explain our research and our recommendations
Explain terms and conditions, risks, benefits, costs and cooling off periods.
Help you complete the paperwork necessary to implement the recommendation.
Discuss and agree your ongoing and servicing arrangements.

ONGOING SERVICE

We will regularly monitor and review your investments.
Regular review meeting.
Frequency dependent on level of service you select.

Financial planning needn't be daunting. We aim to keep the process as straightforward as possible, whilst also recognising that your financial needs don't just stay still, they change over time. That's why we see it as a continuous process, working with you to help achieve your financial goals.