Our Four Step Process
Initial DiscussionOur 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 & AnalysisYour 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 StrategyWe 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 ReviewsWe 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. |