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The Discovery Meeting

We will talk through your current circumstances and establish your financial planning requirements including:

• Your goals and aspirations
• Your objectives and needs
• Your attitude to investment risk
• The suitability of cash flow planning*

We will also provide you with a clear breakdown of all of our management and administration fees.

*Our sophisticated software indicates where your current financial habits will place you and your family in the future. It shows us whether you are likely to meet your goals or helps us model what we will need to do to achieve them.

Recommendations

Following the Discovery Meeting, we will review all information and identify the solutions that match your needs.

We aim to make an objective assessment of your specific financial requirements and provide tailored advice that gives you the best chance of achieving your goals.

Implementation

Once you’ve decided to proceed our dedicated client services team will ensure that you are kept up to date at every stage of the process as we use our financial expertise to execute the agreed strategy in the best way possible.

Periodic Review

This is our chance to analyse progress to date. We will review your agreed goals and objectives and decide if we are still on target to achieve them – or identify whether your financial planning needs have changed since our initial meeting so we can react accordingly.