Our aim is to build a clear understanding of your individual circumstances, needs and wider financial goals. This personalised approach is the cornerstone of sound financial planning.
At our initial meeting we’ll talk about your needs/objectives and how these could be met. We will also give you a clear understanding of how we are paid – should you choose to proceed. This initial meeting is on a no obligation basis.
Once you’ve appointed us to work on your behalf, we’ll gain a thorough understanding of your financial and personal circumstances, helping us to ensure our advice meets your needs, goals and preferences.
If you’re happy with our recommendations, we’ll help you complete the relevant paperwork to put your financial plans in place.
We will also discuss the ongoing servicing and review structure you may need to meet these long term goals.