1. The Discovery Meeting
We go through great pains to really understand you, your goals and objectives
2. Demonstration
We demonstrate to you how we implement contemporary financial planning solutions that positively differentiate us
3. Strategic Analysis
We analyse your existing investments, pensions and property portfolios to assess risk, complexity, tax efficiency and viability
4. Planning and Proposals
We present our written proposals and plans, which detail how we can help you to meet your goals and objectives through sustainable strategies
5. Implementation
Only if you are entirely happy with the recommended solutions, we will set a programme of implementation
6. Monitor & Review
We keep a close eye on your finances at all times and actively manage your money on a day to day basis through our ‘Discretionary Managed Portfolio Service’ (DMPS)
7. Accountability
We can provide you with regular reports on performance so that you can assess for yourself, our worth as advisers