How we work
Our clients are typically professional people or business owners. The vast majority of our new clients come to us via referral from existing clients. We work with clients on a long term basis and often across generations.
The first step in becoming a client is to establish your current financial position and objectives. This first meeting is free and there is no obligation.
Assuming you decide to engage us, we will complete our research and provide a discussion document detailing our recommendations and the associated costs to enable you to make an informed decision.
Once agreed on the most appropriate action we will implement the changes on your behalf and write to you to confirm our recommendations.
We would then aim to meet with you at least annually to review your financial arrangements and your objectives. Between reviews we are available to answer queries or to conduct ad hoc reviews, for example in the event of changes in your circumstances. We will also be proactive in keeping you informed of any external events which might be relevant to you such as changes in legislation, market performance and economic developments.