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.
‹ Previous | Next ›