We start by getting to know more about you, your current circumstances and future aspirations.
We will then begin to work on developing and agreeing the strategy that will meet your objectives, risk and return, investment framework and philosophy.
Your financial planner will then take you through the detail of your financial plan, answering all of your questions and proposing a timeline for implementation.
In conjunction with you, we will complete all of the necessary paperwork and activities required to execute your plan and get you up and running.
Where appropriate, your financial planner will continue to work with you to review and update your strategy as your circumstances and aspirations change over time.