How We Work

We build long-term collaborative relationships with our clients, working with them to plan their journey to financial freedom.

Our structured 6 stage advice process helps us to meet the complex needs of our clients and deliver a consistently high level of service.

This begins with an obligation free initial meeting, where we identify your needs, attitude toward investment risk and the compatibility of our services.

We gather data to establish a complete picture of your current situation. Using our expertise and specialist research capability we then create our initial recommendations.

In the second meeting we present our recommendations, using a jargon-free explanation. We address all of your queries or concerns, agree your plan and confirm next steps.

Once agreed, our Client Support team manage the implementation of your plan, using our technology platform and liaising with product providers.

At agreed time intervals we monitor and rebalance your portfolio, taking into consideration any changes in circumstance