How we do it

Our advice process is simple…

Our initial meeting is to gather relevant personal and financial information about you along with your goals and objectives. It is important that you also get an understanding of who we are and what we do for our clients.
We will go away and gather detailed information about any existing plans you may already have in place. We review that information using independent research and analysis tools.
We will walk you through our research giving you a more detailed insight into what you already have. This includes a view on the levels of risk you are taking, asset allocation and past performance amongst other details.
Once you are happy with our recommendations we will make the necessary arrangements.
If any changes need to be made we will take care of that for you.
We will see you regularly to update any changes to your circumstances and review the financial planning process to ensure you are on track to meet your goals and objectives. Review meetings will include updating you on your investments and recommending changes where required. Once confirming your attitude to risk we will update your investments into the most relevant portfolio.