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What you can expect from us

We work from a researched panel of funds or bespoke investment direct through our various product providers.

Each client has individual needs and requirements and we deliver solutions to help achieve your goals. We have access to a multitude of product providers which helps in our search for suitable client investments, enabling us to individually build your wealth successfully.

We offer dedication and loyalty to our clients. In our endeavour to keep our clients fully informed on their investments we offer frequent investment reviews and highlight new possibilities in the changing market.

Initial Discussions (Conducted at our expense)

In initial discussions with you we will explore your natural assets, your current financial status, including salary and pension, and your financial aspirations. We will obtain your authority to talk to your current providers and to research the market for you, offering possible alternatives, indicating growth and potential risk. 

If you decide to engage our services we will then lay out our fee structure.

We will compare our proposal with your current portfolio and discuss it with you before agreeing the way forward. Our advice extends seamlessly from personal finances to protecting and planning for your business interests. 

We independently monitor wide ranging investment providers before making proposals for your funds. Once we have constructed your Portfolio we will discuss it with you at length to ensure you completely understand the opportunities offered and our commitment to you. 

Once the portfolio is accepted by you we will offer regular reviews, at least annually and more frequently if required depending on the level of on-going service you require. At this stage we will take the opportunity to go over our initial discussions with you and the decisions you made for us to provide your portfolio, making any necessary changes to ensure your risks are kept to a minimum.

With the ever changing face of the financial market we have to be at the top of our industry to offer consistently high standards to our clients.

Our links with other professionals

We work alongside other professional advisers, like accountants and solicitors, to offer a discrete complementary service.

How we improve our services

During our initial discussions we would ask you to provide us with all the information we require, which will help us to plan your financial goals and objectives. We are trying to achieve a genuine partnership, this is vital in helping deliver the FCA's six consumer outcomes relating to Treating Customers Fairly. We would expect you to provide us with all the information requested, inform us of any changes to your circumstances, agree the way forward and communicate with us when requested. After our initial discussion we will ask you to sign our Client Agreement should you wish to proceed with us.

A regular assessment of our services is made by sending our clients a small questionnaire to complete, thus enabling us to retain the personal rapport we have with each of them. Your feedback on this is invaluable to us.