How we work
A chance to get to know each other. It’s a no cost to you, no-obligation conversation about your goals and how you’d like us to help.
Second meeting: we delve into the detail. We compile a complete picture of your finances: annual income and expenditure, current assets and liabilities. We’ll also define your goals in more detail. With this information, we can advise you where best to focus your energy.
We’ll outline some broad investment strategies together with an explanation of our service and the costs involved.
Your choice: Where you go from here is completely up to you: if you’d like us to draw up a detailed Statement of Advice as a one-off service, we can do that. If you’d like us to work with you to implement that plan on an ongoing basis, we’re glad to help.
We find that the best results come from working side by side with you for the long term.