The three step advice process when becoming a client.
This is a face-to-face meeting without obligation. We use this meeting to understand what is important to you. During this meeting we will discuss your personal, and/or business, financial needs and objectives. We will then collect information relating to your existing financial arrangements. Our aim is to develop a deep understanding of your goals to ensure we can offer you appropriate recommendations that fit your short and long term plans.
Analysis & Research
Following our summary of the initial meeting, if you decide that you would like us to take things further, we will then conduct a comprehensive review of your existing arrangements in line with your stated objectives. It is vital in these meetings that you are as open with us as possible to ensure we are able to put together a financial strategy that maximises your current financial circumstances. We will also take into consideration your attitude to risk and your financial objectives. With this in mind, we will then review whether your existing arrangements are suitable.
Recommendations & Implementation
Once all of the analysis and research is complete, we will meet with you to discuss our recommendations. During this meeting we will make recommendations that we feel support your current and future objectives. Some recommendations may address new needs that have arisen through our research, while others aim to develop your existing plans. Once you are happy with our recommendations, we will then take ownership for implementing the areas of advice with which you have agreed.