Our initial meeting is usually without charge and will allow us to gain a detailed understanding of you and your requirements. With that knowledge, we can then identify solutions which will help you to achieve your objectives and aspirations. Prior to conducting any further work, we will provide, in writing, a full explanation of our costs and the services that we are to provide to you.
Our recommendations will be well-researched and tailored to your individual circumstances and will be presented to you in the form of a financial plan which we will then discuss with you in detail.
Where appropriate, we can also work alongside your accountant and / or solicitor.
We firmly believe in the importance of working together, as it is only when we work closely with you that we can help you to fulfil your objectives.
The importance of regular reviews should not be overlooked as they play a crucial role in your financial plan.
Changes to your circumstances can impact upon your objectives or attitude to risk; however, if we are not made aware of these your plans can soon go off track. In addition, external influences such as changes to legislation, taxation, market environments or the availability of new products and services can also have an impact.
The review meeting provides the perfect opportunity for us to review your investments with you, thereby ensuring that they remain suitable for your needs and in line with your overall aspirations.
Visit our knowledge centre, where you can download our latest digital magazine and numerous financial guides covering a wide range of subjects. If you would like to speak to one of our team please call us on 03330 100777 or fill in our enquiry form and we will get back to you.