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WHAT WE DO

Whenever we meet a new or existing client, whether they are a private investment client or a large company, our process does not vary. This way, we can be confident in the consistency of our service.

 

Whether you are looking to create wealth, preserve what you have already created, or reduce your, or your company’s exposure to taxation, our planning process will enable you to achieve your goals.

 

Sometimes this means working in association with other professionals such as your accountant, solicitor, stockbroker, or business advisers.

OUR FULL ADVICE PROCESS

GATHER INFORMATION

We record your basic facts and discover your attitudes towards financial planning concepts.

SET GOALS

We discuss with you what it is you are hoping to achieve and any appropriate timescales.

ESTABLISH PRIORITIES

You will tell us what’s most important to you so that we can concentrate our efforts on your key priorities.

CONFIRM BUDGET

You will set a financial budget within which we will aim to deliver recommendations to help you meet your goals.

CONDUCT RESEARCH

We will carry out research across the whole of the market to offer you the most suitable and most appropriate advice.

PROVIDE RECOMMENDATIONS

Our report and recommendations will point out the best way for you to proceed.

IMPLEMENT PLANS

Once you are happy with our report we can agree how we should implement our recommendations.

MONITOR PERFORMANCE

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.

REVIEW CIRCUMSTANCES

To ensure that your planning remains appropriate, we will re-assess your needs in line with any changes in your circumstances.