1. A quick discussion to see if we're right for each other -
We'll meet or talk over the phone (no obligation, no charge) to describe our services
and explain our process and fee structure.
2. Understanding you and your needs –
Together we'll gather and analyse your financial information and discuss your objectives.
3. We prepare and present a draft, bespoke asset plan
From investment platforms to tax and ther wrappers, we'll create a bespoke financial
plan for you and present it clearly.
4. We review, fine tune and implement your plan –
When we are sure we're on the right path, we'll arrange and place the relevant products
for you based on our recommendations.
5. Six month investment health reviews –
We'll organise a check-up after six months – a bit like a financial servicing.
6. Full annual review and rebalancing –
A complete run-through of your plans – what's changed, any bad weather on the horizon
and any new opportunities for your investments.