Our Approach
Before taking things forward, it is worth checking that we are definitely in a position to advise you. We advise clients who are based in the UK. If you don’t live in the UK, or are currently staying here but normally live abroad, there may be restrictions on how we can advise you. This also applies if you are currently staying in the UK and plan to move abroad or return to another country.
The first thing we will do before making any recommendations, is to carry out an assessment of your current circumstances and future needs. Only then can we make sure we put forward solutions that will be appropriate for you. We do through our initial meeting completing a client profile which we don’t charge for
Being independent means our recommendations are always based on having completed a comprehensive and fair analysis of that market. We will also always present our recommendations to you in writing so that you have a permanent record of your dealings with us.
Engagement
We carry out a personal consultation at our cost, to ascertain your requirements and understand your financial and life objectives in detail
Goal Setting
Once we fully understand your objectives, we can prioritise and develop defined goals.
Recommendations
We will set out recommendations that are designed to achieve your financial goals
Research & Analysis
We will develop a bespoke financial plan fully aligned with your objectives.
Implementation
We will prepare all of the documentation required to put your recommendation into action with minimal effort required from you.
Ongoing Services
We can offer an active and ongoing review process, which allows us to stay up to date with your personal, family and corporate circumstances with the aim of keeping your plans on track.
Engagement
We carry out a personal consultation at our cost, to ascertain your requirements and understand your financial and life objectives in detail
Goal Setting
Once we fully understand your objectives, we can prioritise and develop defined goals.
Research & Analysis
We will develop a bespoke financial plan fully aligned with your objectives.
Recommendations
We will set out recommendations that are designed to achieve your financial goals
Implementation
We will prepare all of the documentation required to put your recommendation into action with minimal effort required from you.
Ongoing Services
We can offer an active and ongoing review process, which allows us to stay up to date with your personal, family and corporate circumstances with the aim of keeping your plans on track.