Working Together

Our four-stage advice process is designed to ensure complete satisfaction. We also have an extensive and robust due diligence process in place for extra peace of mind. The initial meeting to understand you is at no cost to you.

Our process begins with understanding you – an initial meeting is without obligation and at no cost to you which allows us to look at your goals, your means and your current attitude to risk. This is important, as we need to balance the things you want to achieve with what you are emotionally and financially able to risk.

At the end of this meeting your adviser will discuss the next stages with you and agree the fees and charges for the advice required along with the most suitable service proposition.

Once you have agreed the next stage your adviser will undertake a full and detailed financial review meeting which will be a continuation of the initial meeting and will include the following:

  • Understanding your situation by gathering information about your existing financial arrangements and full personal circumstances;

  • Understanding of your investment knowledge, attitude and tolerance towards investment risk;

  • Recommendation of a suitable investment portfolio and strategy which matches your investment risk profile and the subsequent assessment and suitability of any existing investments;

  • Analysis and design of your investment strategy;

  • Presentation of our recommendations and a discussion on how to proceed.

View our Advice Process here.