How we work
We provide unbiased, independent financial advice, delivered with the utmost integrity.
We deliver our services in a three stage process of Advice, Implementation and Review.
Firstly we will arrange an initial meeting which is without cost or obligation. We will gather information about you, your circumstances and your attitude to investment risk. We will help you identify your needs, objectives and priorities, and answer any questions you might have. To conclude this stage we will prepare a Letter of Engagement which sets out the services we can offer you – based on your individual requirements – and the fees that we will charge you. At this point you will have incurred no cost and are under no obligation to proceed further.
We will then conduct an analysis of the information gathered to enable us to devise and present to you a strategy to achieve your objectives. A further meeting may be held to present our advice and agree with you the way forward. If you agree with our advice we will then take the necessary steps to implement our proposals. We will also agree the level of service that will be provided on an ongoing basis.