We enter into a partnership with our clients where we work together to shape and deliver their financial plans.
Our advisers take clients through the following advice process which ensures that client’s requirements and goals are considered at every stage.
By gathering information from you we will find out about any plans that you already have in place.
Then by exploring your attitude to risk and return and your hopes and aspirations, we will build a picture of what you want to achieve.
At this stage you will find out what to expect from us and how you will benefit from using our services.
Research & Planning
We will explore and research various scenarios to make the best use of your existing plans.
We will then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.
We will put the plan that we have agreed on into effect. We will deal with product providers and other professionals on your behalf, with a view to facilitating the arrangement of our recommendations.
We will ensure that your plans have been set up correctly.
We strive to maintain ongoing relationships with all of our clients, as we believe that it adds significant value to both individuals and businesses.
Depending on your circumstances, the ongoing relationship may vary, but the main purpose of this is to ensure that your finances are on target to meet your goals.
You will receive clear details regarding the total charge, the advice or service it relates to, how we’ve calculated it and when you need to pay.