ADVICE PROCESS

Established in 2010 and bringing together decades of combined experience, we specialise in providing financial advice and services to both private and commercial clients.

ADVICE PROCESS

Our four stage advice process is designed to ensure you get the best experience from us.

Stage 1: Understanding you

Our initial meeting is at no cost to you and is a chance for you and your adviser to get to know each other. We want to understand your current situation, know your financial goals and let you know how we can support you in working towards them. We will also discuss the cost and levels of our services both initially and throughout our relationship with you.

Stage 2: Financial review and recommendation

We will use the information gathered and your attitude towards investment risk to research the market for the best options available, produce a recommendation report for you, then meet again to discuss it and answer any questions that you may have.

We want you to be comfortable and confident in our advice and we will always aim to keep this clear – setting out what we are suggesting, why it suits your needs and the benefit to you.

Stage 3: Arrangement and Implementation

When you are ready to go ahead, we will complete all administration for you, keep you updated on progress and make sure you have any documents and information you need. We can also liaise with your accountant, solicitor or any other financial partners you would like us to. Ultimately, this is about making sure we deliver on your plan smoothly.

Stage 4: Ongoing Services

Our service and support doesn’t stop after implementation. We’ll be in regular communication and review your investments with you to make sure your plan still best suits your needs, helping make the best financial decisions for life.