A free 15-minute call to see if we’re the right fit.
We gather the details, understand your goals and map out options.
Clear recommendations, explained in plain English.
Regular check-ins to keep your plan aligned with your life.
This is our chance to get acquainted. In the initial meeting, we’ll explain all of our services and advice processes to give you an understanding of exactly who we are and what we can offer. You will be able to ask us any questions that you may have about our services. It’s an excellent opportunity for us to get to know you, your expectations of us and how we can help add to your wealth. Through assessing your feelings about investment risk at this stage, we can gain a good idea of the level of risk we can tolerate when planning your investments. This will provide a firm foundation for any future recommendations we make. This is a no-obligation meeting: whether you choose to become a client or not afterwards is left for you to decide.
We are not afraid to be different, and our approach to goal setting is not only unique, but it’s what we believe distinguishes us from other wealth advisers. We understand that often your future goals can be influenced by your past experiences. Consequently, before discussing the traditional future planning goals with you, we will first look back, to establish how your relationship with money has developed, and what your experiences have been. This history will inform us as we work with you to create your financial goals.
By detailing where you are now, where you see yourself going in the future, how you can get there, and any risks or restrictions, we can create a bespoke financial plan for you. This will also include all investments and personalised planning. This plan is the roadmap that will direct you through the rest of your financial life. At this stage, we can present you with our suggested strategy for you and the tailored financial plan.
Before our advisers begin to implement the recommended strategy, they will first meet with you to discuss it and seek mutual commitment. In some cases, the implementation stage may also involve contacting your current product providers and arranging new policies. You can expect frequent communication for the following year, while all the recommended strategies are followed through.
At this stage, once the recommended strategies have been implemented, our role will primarily be to review the agreed financial plan regularly. We will conduct a comprehensive evaluation of your current circumstances and ensure that your long-term goals remain consistent with those we initially agreed on. We will also complete an investment review: a thorough appraisal of your portfolio performance, recommendations for any required changes and considerations for new opportunities.
