1
Initial consultation
Your first meeting with us is a two-way conversation, where we can ask you about your financial needs, and you can ask us about the service we offer.
There are no secrets with us. Ask any questions you like, and we’ll answer them honestly. Our goal is to make you feel comfortable with us from the first moment we meet.
2
Collate information
So that we can give you our very best advice, we’ll gather all the relevant details about your current financial circumstances.
You’ll also be asked to fill in some short questionnaires about risk and capacity for loss. This is so that we’re all on the same page from the very start, and allows us to make the most appropriate recommendations.
3
Prepare and analyse
In this stage, we’ll take a look at your current assets, such as savings and investments. Then we’ll consider how well these align with your goals and appetite for risk, and whether any changes need to be made.
All our advisers have many years of experience, so you’re assured of a frank and full analysis that will take all your needs into account.
4
Recommended course of action
With our analysis complete, it’ll be time for us to share our recommendations with you. You’ll be invited to a presentation meeting to discuss these in detail.
Don’t worry if this is your first time taking financial advice. Everything will be explained in a clear, jargon-free way, so you can make any decisions about what to do next in the fullest confidence.
5
Build and implement
If you’re happy with our recommended plan, we’ll put all the building blocks in place on your behalf, opening accounts and placing investments aligned with your goals.
As part of this process, we’ll handle all administration and documentation, and keep you informed of progress every step of the way. You’ll never be left in the dark about your financial future.
6
Review progress
Life is full of twists and turns, and we aim to be by your side for all of them. That means regularly reviewing your financial plan.
Usually, we’ll meet once a year to discuss your circumstances, and confirm whether the products and risk levels outlined in your plan are still suitable. If not, we’ll take care of all the necessary changes for you.
