Getting to know you and your financial goals

We believe every individual client is different, therefore their financial plan should be too. To be able to create a bespoke financial plan we get to know you, not just your current state of financial affairs, but what you want to achieve in the future.

We help to identify and understand your specific financial goals and why they are so important to you.

Designing and implementing your wealth plan

Once we have understood your goals and priorities, we move on to designing a bespoke financial plan. At this stage we ensure that you are aware of what we are doing and how it works.

Finance can often be confusing and difficult to understand, so we refrain from using overly technical jargon and explain clearly what we are doing, and why.

Ongoing servicing 

We pride ourselves on our high-quality client service. If you have any concerns or questions, you will be able to contact us either virtually or face to face.

We also offer a free E-briefing service which allows you to opt-in to receive market updates and financial insights at a frequency that you choose.

Ongoing reviews

We understand that lives can be unpredictable, and that financial goals can change over time. This is why it is important to ensure that your financial plan is reviewed on a regular basis. 

These reviews are vitally important, and we offer face to face meetings (in or out of our office) and online meetings at your convenience.