How we work
Our aim is to provide you with the solutions you need and to build a trusting relationship to ensure that going forward you have the confidence that your financial future is in safe hands.
- Our first meeting is a free no obligation fact-finding meeting, which allows us to explain to you exactly how we work and to listen to the issues that are important to you. This will allow us to understand if we can work together.
- At this meeting we will have agreed a structure to help you and should you wish to go ahead, a plan of action will be sent to you in writing along with details of the agreed fee and an estimated timescale for the work to be carried out.
- We will then request further personal details from you and undertake a full analysis of your current situation taking account of your aims, objectives, aspirations and risk profile in order to put together a detailed report with our recommendations.
- Once you are happy to proceed we will then arrange a meeting to explain these recommendations to complete all the necessary paperwork to put your plan together.
Ongoing Reviews
It is important that your financial plans are regularly reviewed and our review service will ensure that we are always on track to meet your overall financial objectives.
Fees
We operate on an agreed fee charging basis, we will advise you of our fee before we undertake any work on your behalf, this gives you the piece of mind of knowing that there is no product or commission bias on the advice we give and how much the advice will cost you.
We will not confuse you with industry jargon all our explanations will be in plain English and will be backed up in writing. Reports are sent to you in advance of our meetings, so that you have the opportunity of reading through these and are able to ask any questions when we meet.