How We Work

The basis of our advice always begins with your personal goals and objectives. We then begin work on how to best achieve these objectives.

Our process follows a five step plan

1. Initial Consultation

Here we spend time getting to know you. We discuss your specific requirements and objectives. We also take some initial details of your existing financial arrangements.

2. Evaluation

We undertake a detailed analysis of your existing arrangements. In short we work out exactly where you are at present.

3. The Financial Plan

Here, we report back on where you are and explain how you progress onto where you want to be.

4. Implementation

After discussing the Financial Plan and agreeing exactly how you wish to proceed, we move on to implementation – turning the plan into reality.

The key point to remember here is our independent status. This allows us to recommend whatever products or funds we feel best suit your specific requirements. This is crucial – why would you want anything other than the highest quality.

We complete all of the paperwork for you and oversee the entire implementation process - a service greatly appreciated by our clients. This ensures the minimum of effort for you.

5. Review

For our relationship with you to be increasingly valuable over the long term, our review process is essential. Indeed, we feel that the best plans are regularly reviewed to ensure everything remains firmly 'on track'.