Client journey

At our initial meeting, we will get to know you by asking about your current financial situation, but more importantly, what is that you’re wanting to achieve.

The initial meeting will be held at our expense 

We will then start our research before formulating your investment strategy. 

We write all the relevant providers and analyse your existing plans. After researching the best options, we will produce a tailored financial strategy.

We will present your tailored investment strategy in the way of a report of our recommendations.

At this stage, we will ask for your feedback, so that we can fine tune the details together.

If you are happy with our recommendations, then we will proceed to implement them. We take care of all the administration and will keep you updated as to how things are progressing. We will be on hand throughout the process If you have any questions.

We believe the best way to make sure your investment strategy stays on track is to have regular reviews.

This is normally done on an annual basis. We will discuss performance but also if your circumstances have changed and will make any adjustments that may be necessary