Every client’s journey is different, but there are key milestones that we’ll help you reach along the way.
The first step is to find out how your journey might look! We’ll discuss your financial objectives and goals, uncovering your priorities and timelines for achieving them. Where we are considering your investment needs, we’ll discuss your attitude and experience of investing, as well as the level of risk you can afford to take.
2. Research & advice
Armed with the information we have from the ‘discover’ stage, we will create a plan which aims to achieve your financial goals. We’ll investigate which products will be most suitable for your needs. At this point, we will agree on the initial and ongoing fees required to deliver your plan.
We will put in place the agreed plan. We will assist in the completion of any relevant paperwork, ensuring the documentation is processed as quickly and efficiently as possible.
4. Ongoing service
We build long-lasting trusted business relationships with all of our clients. Whilst optional, we recommend that you continue to work with us to review your plan on a regular basis, to ensure that it matches your changing goals and objectives.