Our Four Step Process

Initial Discussion

Our experienced advisers will undertake a detailed personal review of your current situation, your future objectives, needs and aspirations. They will also collate all relevant financial information and establish your attitude to risk.

Research & Analysis

Your adviser will clarify the current position of your investment and pension portfolios and other policies with research and analysis of the funds, their performance against benchmark and, more importantly, against your risk tolerances.

Designing Your Strategy

We will present you with a recommendation that covers the different routes you can take to help achieve the discussed objectives, and agree a plan to build your investment and pension portfolios and protection needs.

Client Reviews

We agree to a review plan under our Wealth Management Service, so that we can assess how the strategy is progressing and implement any further steps in your planning.