Your journey

Following your initial enquiry, we’ll make contact to discuss your objectives and arrange an initial consultation meeting. If we believe we are in a position to potentially help, we’ll offer you an initial meeting to discuss your position and financial goals. The initial consultation meeting is free of charge giving you a no obligation opportunity to see if we can work together.

The initial consultation meeting will consist of gathering full details of your overall financial position, discussing your objectives and establishing your individual attitude and understanding of investment risk.

We then go away and undertake a comprehensive review that will enable us to recommend the best way to achieve your goals. We will work behind the scenes to create a bespoke plan that will work for you and your family.

We present our recommendations to you at a second meeting a few weeks later, fully explaining our reasons and the charges involved. If you wish to proceed with our recommendations, you will sign our client agreement form and the associated documents before any chargeable work begins.

Once you have decided to proceed with our recommendations, we will begin implementing our plans. We make the process as simple as possible by taking care of all the administration involved and keeping you updated on progress along the way.

We aim to build long-term relationships with our clients, providing you with support and peace of mind that your financial plan and goals are regularly monitored and performing as we’d like, in line with what you are trying to achieve.