Our Approach

Our approach is to give you financial advice that is tailored to your individual needs, giving you peace of mind about your financial future. Therefore we start by doing a thorough fact find to make sure we understand your individual circumstances and needs, as well as your objectives and aspirations for the future. Then, and only then, do we put together a tailored plan and recommendation on the right course of action for your individual needs.

How our service works for you

Our ongoing relationship with you as a client has always been integral to our business, as we believe that it can add significant value to both individuals and businesses. The stages in this important relationship are detailed below in ‘Our Advice Process’

Our Advice process is a 4 step on going journey that begins with an initial consultation the Discovery meeting through to the Review & Manage which will always be the case as your personal circumstances change and evolve.

What this means to you

Whether the advice is for you, or your business, you can rest assured that you will receive financial advice that is tailored to your individual needs. This includes:

• Expert advice on your individual needs, as well as access to investment ,protection and pension products that are deemed suitable for your needs
• Agreeing with your adviser the frequency of the meeting , as well as the type of information , reports, valuation’s, policy updates and market intelligence required
• Access to WRAP platforms and asset allocation tools which are designed to make sure you have products that perfectly match your attitude to risk
• A service contract given at the outset which includes details of the service you will receive and our cost structure.