Consultation

An initial meeting with one of our qualified financial advisers

An opportunity to ask questions and understand what we do

Opportunity for us to establish what your financial needs are

Discuss our service propositions and costs involved

Review And Recommendation

Review of existing finances and personal circumstances

Explore attitude towards investment risk

Analysis and design of your investment strategy

Presentation of your recommendation

Implementation Of Your Investment

Handling of all fund and policy administration on your behalf

Regular updates to keep you informed of progress

Ensure all documents are issued in line with your expectations

Confirmation of all actions taken on your behalf in writing

Ongoing Services

Structured reviews

Assessment of on-going circumstances and consequent recommendations of any changes needed.

Regular updates and information regarding your investments

Choice of differing levels of support