We take a strategic approach to planning and an evidence based, sensible approach to investing. We combine that with a complete understanding of you; your goals, what makes you fulfilled and your attitude towards taking risk in pursuit of those goals. With a clear picture of you, your personalised financial plan and the support we provide, we help you achieve your ambitions.
Your journey with us.
Every stage of your journey with us is personal, transparent and meaningful. At our first informal meeting, we’ll get to know you and what you hope to achieve. And if you’re not sure of your goals, we can help you with that too.
From there, we’ll drill down to the fine details. We ask the right questions and unearth new insights. We assess your risk profile and agree details of the work we will do, clearly outlining the service we’ve agreed and our fees along the way.
With that level of detail clarified, only then do we investigate the most suitable solution for you, using our powerful research and financial planning tools.
It’s important that you understand and agree with our recommendations, so we spend time talking you through them. This stage also includes preparing your cash flow plan which we show you on a large screen, modelling your plan live throughout the meeting. The whole process is designed to be crystal clear and is a two-way process of questions and answers. We then back all this up with a detailed recommendation report.
Only when you are happy, do we then proceed to implement the plan we have jointly agreed. We will keep you informed of our progress.
Your journey doesn’t end there. In fact, it’s just the start of a long term trusted relationship. We continue to monitor and track your life, discuss any changes necessary and keep a close eye on your investments. We would expect to meet with you face to face, at least once a year to update and refresh your cash flow plan and you can contact us whenever you need to in the interim.
We want your journey with us to be long term and we’ll treat you with the respect and attention that journey deserves.