The Advice Process

Initial meeting

When we first meet it's about getting to know each other. Expect to discuss:

• The services we provide and the ways we can help you;
• Your lifestyle and financial goals;
• Your current financial situation in detail.

Analysing your options

Once you've made the decision to proceed with advice, we'll prepare a financial plan based on your personal circumstances and goals.

Guidance

We'll present our strategies and recommendations in the form of a written Statement of Advice (your plan) and discuss the various options and opportunities available to you.

Finalising your plan

Once we've discussed the details of your strategy and you are confident to proceed, we can also help by putting your personal plan into action.

When all agreed investments are established, we can arrange another meeting with you to run through everything. We won't just give you advice and leave it for you to follow on your own - we can professionally implement your chosen strategies on your behalf and ensure they are operating effectively.