What to expect from us
Working with you
We understand our success depends upon you achieving your financial objectives.
We provide you with clear, simple plans and proposals, delivered in plain English and have a transparent charging structure. Our aim is to develop a strong relationship in order to give you the ongoing support as your needs change over the years.
In order to work with you we go through six stages.
- An initial meeting to understand in depth your financial arrangements, needs and objectives.
- Determine the financial resources you will need and when you will need them to meet your objectives. Carry out research and analysis to tailor our proposal.
- Meet to discuss our proposals designed to align your finances with your future plans.
- Provide a personal advisory report giving clear explanations of the reasons for our recommendations and how they relate to your objectives.
- Once we agree a course of action we implement any recommended plans or arrangements.
- Having set a course to achieve your objectives, we provide ongoing evaluations to ensure that your financial plans are kept on track and remain suitable for your needs.