Our Service

We will meet to discuss your situation briefly and establish whether we can help initially.  We will only offer our services where we believe we can add real value.  If you decide to proceed we will then go on to discuss, agree and define what you want to achieve, using a structured format.   Following our meeting we will research and review your financial affairs.  We will then devise a tailor-made strategy for you.

We will prepare a comprehensive report for you which will be written in plain English and will provide you with clear information about your current situation, your goals and a strategy for achieving these.  We will then make detailed recommdendations and also provide you with a concise summary of these to refer to.  We would then have a further meeting with you to discuss and agree the implementation of the financial plan. We will prepare any required paperwork and arrange and effect all the agreed actions as far as we can.

In order to ensure that your strategy continues to reflect your goals we will review your affairs regularly.  At each annual review we will look at your current financial situation using up to date information that we will gather together prior to our meeting, and also discuss any personal changes or variation to your goals.  We will then revisit any areas of your financial plan that need realigned and implement any further changes required on your behalf.

Our internal investment committee meets quarterly and conducts thorough analysis on our investment panel and changing market conditions.  We carry out intensive due diligence, including regular meetings with the leading fund managers in the UK.  As a matter of course we will not recommend that a client invests into a fund until we have met with the fund manager and are completely comfortable with their approach, investment philosophy and process.

We are always willing to work alongside your existing professional advisers in order to help to provide a fully integrated level of service.  We can liaise with solicitors, accountants and other advisers in order to ensure that your financial plan takes any necessary input into account, and that your advisers are fully informed where necessary of any work that we are doing on your behalf.