Forward thinking financial advice and wealth management to individuals, families and private businessesWe can also give focused advice on specific areas or technical matters, tailored to individual requirements. We do not need to handle every aspect of our clients’ financial interests, but we are able to provide an all-encompassing service if required, to help to achieve clients’ financial and personal objectives.
We use market leading technology, systems and processes to support our services. Our clients can monitor and review all their investments and policies via our client portal, and store documents securely on our cloud.
Working with our established network of select trusted professionals within both the Financial Services sector and other specialised fields - Discretionary Fund Managers, Accountants, Solicitors, Mortgage Brokers, Banks, Insurance Brokers, etc. - ensures that we draw on the expertise of the best people and businesses in their respective sectors to provide the best outcomes for our clients.
We undertake an initial meeting or call, to find out about you, your family or business, in order to ascertain your immediate objectives and long-term goals.
We analyse your information to identify any gaps and to look for any opportunities to enhance your existing strategy and position.
Having undertaken a thorough review we make recommendations to you, which will be broken down in terms of priority.
Once our recommendations and advice are agreed, and the process designed, we then proceed to implement our strategy.
It is vital to review our actions, and to check that your circumstances, needs and objectives haven’t changed. Furthermore, the economic climate and other external influencing factors, can and will vary over time. It is important to review everything regularly to ensure your strategy is in line with your objectives and remains suitable, and to carry out any fine-tuning or revisions as and when required.