We use a proven 4-step process to establish your needs and provide you with tailored advice that is personal and specific to you.

Step 1


  • Introduction
  • Agree remuneration method
  • Review existing plans
  • Identify goals and objectives
  • Information gathering

Step 2


  • Assess objectives
  • Research Market
  • Devise investment strategy
  • Select product(s)
  • Recommendations
  • Suitability Report

Step 3


  • Apply to product provider
  • Complete documentation
  • Process applications
  • Policy documentation

Step 4

Ongoing Service

  • Assess continued suitability
  • Complete a new investment risk questionaire
  • Annual Suitability Report
  • Ongoing access to your adviser

Contact Us

To find out about how we can help you manage your wealth please get in touch and we can arrange a meeting initally on Teams