Our approach
Our approach is centred around you, the client; your financial aims, goals and aspirations.
We work through a three step programme to help identify goals, put a strategy in place to help achieve these, and then re-evaluate them on a regular basis.
Step one – We meet. This allows us to introduce ourselves and we can have an informal discussion about what you are looking for and whether we feel we could add value to your financial planning.
Step two – If we feel it is appropriate, the second meeting consists of a “Confidential Financial Review” of your circumstances. This forms the basis of our recommendations.
Step three – We make our recommendations and we create a working and reviewable financial plan bespoke to your circumstances and appetite for risk.
It is imperative that, for a robust financial plan to be put in place, we must understand your objectives and these must be regularly reviewed. Therefore, we insist that we meet with our clients at least once a year to review their portfolio but we are flexible to meeting more regularly if required.
Testimonials
