With independence and client focus at the core of our business, we are committed to helping you protect your wealth. Here’s how we’ll guide you through the process.
Listen to you and understand your goals
This is the first and most important stage – every single client is unique and, therefore, we will spend time listening and asking lots of questions to make sure that we understand your situation and aims. We will then outline how we propose to help, agreeing a particular financial strategy with you to achieve those goals and providing you with an estimate of fees before our appointment.
Devise a financial plan and collaborate
Most clients have existing assets and we will review these to determine whether they are still appropriate as part of your future plan as well as researching possible new ones. We will then present you with our recommended strategy going forward, taking into account your objectives, attitude to investment risk and tax position.
If your financial plan requires input from your other professional advisers, we are happy to liaise with them.
Agree and implement the plan
After presenting and agreeing the financial plan with you, we will carry out all of the work on your behalf to ensure that the implementation stage is as stress-free and smooth as possible. Rest assured we will always be on hand to assist with any paperwork.
Again, if our plan involves your other professional advisers, we ensure that they are kept fully informed throughout the process.
Ongoing review meetings
To ensure that the strategy continues to meet your objectives, we will review it at regular intervals, giving you the opportunity to bring us up to date with any changes in your circumstances. We can then adapt the plan as necessary.