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
Consultation
- Introduction
- Agree remuneration method
- Review existing plans
- Identify goals and objectives
- Information gathering
Step 2
Advice
- Assess objectives
- Research Market
- Devise investment strategy
- Select product(s)
- Recommendations
- Suitability Report
Step 3
Implementation
- 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
Get in touch for an initial consultation