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We achieve results for our clients by working hand in hand with them over the longer term. The process can be broadly split into three stages

Discovery & Strategy Design

The starting point is to explore the current situation and ensure that we have a clear understanding of any existing policies, accounts and investments; procuring information directly from current providers where necessary. We then discuss the client’s needs and aspirations and assess their risk profile. A bespoke strategy is designed and presented for discussion and further refinement.

Implementing the Strategy

This stage involves managing the application process for any new investments, constructing portfolios, taking professional responsibility for the advice and drafting any Trust Deeds or Wills.

Ongoing Management and Review

The ongoing management of the plan is the most important aspect in ensuring that the strategy continues to deliver its intended aims. Regular face-to-face reviews are conducted to assess any modifications that are required as a result of changes in tax legislation, risk profile or personal circumstances. Also includes portfolio monitoring and rebalancing, fund switch recommendations and providing information to other professionals such as accountants.