How We Work

We provide a complete financial planning and wealth management solution, building long-term and trusted relationships across the generations.

Our structured 6 stage advice process helps us to meet the complex needs of our clients and deliver a consistently high level of service.

It begins with an obligation free initial meeting, where we identify your needs, attitude toward investment risk and the compatibility of our services.

We gather data to establish a complete picture of your current situation. Using our expertise and specialist research capability we then create our recommendations.

In the second meeting we present our recommendations, using a jargon-free explanation. We will address all of your queries or concerns, then agree your plan and confirm the next steps.

Once agreed, we implement your plan, using our technology platform and liaising with product providers.

At agreed time intervals we monitor and rebalance your portfolio, making changes as required.