Our Process

It is important that we discuss your objectives so that we understand where you are going, what drives you, your fears and goals.
Now that we know your objectives, we'll do some number crunching so that we all know exactly how your bespoke financial planning strategy looks and what needs to be done to help you achieve your objectives. There may be a number of follow up discussions, in order to get the fine tuning absolutely right.
Having worked out and agreed the best strategy to help you achieve your objectives, it will be important to take action. This will involve the signing of documents to get investments bought, sold or transferred or all three!
After the main investment phase, we'll have a follow-up meeting to ensure you fully understand what is happening and the way forward.
We'll conduct regular reviews with you to check we are on track. These often result in discovering changes to your objectives and so we start the process again.