Investments

Whether you’ve got existing investments that need a financial MOT or would like to invest for the first time, we’ll be able to help you meet your objectives. By understanding your financial goals and level of risk, we’ll construct a personalised portfolio that will always be working hard for you along with regular reviews to help keep things on track.

Initial discussion
This is an initial meeting or phone conversation offered without charge to identify areas of financial planning that you need help with. We will explain how we can help and inform you of the process we will follow along with how we charge for our services. By the end of the discussion you should have sufficient information to decide whether you want to employ us as your financial adviser. This should normally take around half an hour.

Understanding your situation
This can be a second meeting or a continuation of the initial discussion. It is designed to enable us to obtain a more detailed picture of your existing financial situation. We’ll also discuss the level of investment risk that you are prepared to take and your plans for the future.

Researching your options
Based on the full understanding of your situation and agreed financial objectives, we’ll start our research. This will include obtaining further information from providers relating to your existing plans as well as formulating a recommendation for your future financial arrangements.

Presentation of recommendations

This is where we report back to you with our recommendations. At this stage we’ll agree on a strategy after we have provided you with our advice.

Implementing solutions

If you decide to proceed with our recommendations, then this is where we complete the relevant application forms.

On-going reviews
We’ll discuss what level of ongoing financial review is most suitable for your requirements.

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