SERVICES

OUR PROCESS

INITIAL CONSULTATION

Meet with your adviser to frame your high level financial objectives

DETAILED FACT FIND

Explore every aspect of your financial priorities and future aims and objectives

TRANSACTIONAL SERVICE

Advice with no future servicing

OUR RECOMMENDATION

Analysis based on our detailed research with recommendations for your immediate and future financial direction

DISCRETIONARY FUND MANAGER

Following a recommendation and if applicable, we will introduce you to Discretionary Fund Managers

TRANSACTIONAL SERVICE

WEALTH CHECK

6, 9 or 12 monthly appraisals of your financial needs (face-to-face, via conference call or video)

IMPLEMENTATION MEETING

Take forward our recommendation and agree your ongoing service agreement

OUR MAIN SERVICES

Wealth Creation

Our objective is to maximise the value of your business or personal finances by the use of innovative planning, together with creative investment and taxation strategies, tailored to your individual needs. We passionately believe in working together with accountants, solicitors, tax specialists and industry professionals, and we will endeavour to deliver the optimum outcome(s) for you or your business.

Management of Risk

Sound financial planning helps ensure the realisation of your financial objectives, and protects your business and personal finances against the unexpected which is a crucial element of our strategy. We provide peace of mind with a firm basis for allowing your finances to flourish, however you need to be aware that the value of investments and income from them can go down and you may not get back the original amount invested.

Wealth Preservation

The strategies we develop and implement are designed to be as flexible as the changing needs of your business or as your personal finances require. Depending on your needs, circumstances and preference, we strive to preserve your accumulated wealth.