We record your basic facts and discover your attitudes towards financial planning concepts.
We discuss with you what it is you are hoping to achieve and any appropriate timescales.
You will tell us what’s most important to you so that we can concentrate our efforts on your key priorities.
You will set a financial budget within which we will aim to deliver recommendations to help you meet your goals.
We will carry out research across the whole of the market to offer you the most suitable and most appropriate advice.
Our report and recommendations will point out the best way for you to proceed.
Once you are happy with our report we can agree how we should implement our recommendations.
It is important to ensure that your investments are performing well and meeting your expectations. We will measure performance against benchmarks and report our finds to you.
To ensure that your planning remains appropriate, we will re-assess your needs in line with any changes in your circumstances.