All About You
Our aim is to discover what you are really looking to achieve and create a simple process for the solution. This might be immediate requirements like consolidating your pensions, ISA investments before the end of the tax year or a sudden inheritance that you need to invest. Or it might be more thoughtful discussions, such as will you achieve your retirement goals, the protection of your estate for the future generation, or the Wills you never arranged.
This is where we take away all the relevant information regarding your financial aims and match them against the reality of what you actually have. Our advisers run various analytical methods to create a Plan giving you your options at certain events in your life, as discussed at the initial stage. The Plan provides you with options and transparency of our services and fees. Fees are a sensitive subject, so we like to be clear with you, discussing them at the initial meeting. Building trust in our abilities is the foundation of a true long-term financial relationship.
On completion of the analysis, we need to demonstrate how you may achieve your goals or immediate requirements, by putting in place a Plan with the right partners and products. As an independent advisory firm, we use a whole of market approach, the right product for the right solution.
Our Commitment to you
Like all good Plans, ongoing management is vital, so we take meeting our clients on an ongoing basis very seriously. Depending on the Plan which has been implemented we agree with clients how often we will meet them, reviewing what has been achieved, their investments and their thoughts for the future. Client’s lives inevitably change over time and their Plans need to be adapted to keep focused on what is trying to be achieved.