By gathering information from you, we get to know what previsions you have in place already that you can utilise. Then by exploring your attitude to risk and return, and your hopes and aspirations, this will draw us a picture of what you want to achieve. This stage also allows you to understand what to expect from us and how you will benefit from using our services.
Once ”your plan” has been discussed and agreed, we take care of all the necessary documentation and checks saving you time and effort whilst ensuring that what needs to be done gets done in the efficient and timely manner. Because we are experts in our field we have the experience and knowledge required to make sure this all happens in line with expectations.
We’ll explore and research various scenarios and options that will reveal how best to utilise your existing provisions. We will then make recommendations as to how to build upon your current plans, to help maximise the chances of you achieving your objectives both present and future.
We believe all our clients benefit from a review of their circumstances, with the style and frequency decided by you. It is often dictated by where you are on the life stage, as well as your relative level of wealth. You will also hear from us at certain times during the year when we feel something will be of interest to you.