We take great care to deliver our personal service by using the latest financial planning techniques and technology, designed to keep our clients informed throughout the process.
Our aim is to help our clients achieve their financial goals by guiding them through our structured financial planning process. During each of the 6 stages shown below, our financial adviser will work closely with you to ensure that you clearly understand the purpose of each activity.
What we deliver.
- Personalised service – a proactive financial planning and wealth management service addressing your investment, protection and retirement planning needs.
- Valuations – secure online access to your whole portfolio at anytime, full transparency for all costs and charges.
- Simplicity – a one page view of all your assets, paper free electronic dealing transactions and document management.
- Money saving – no switching costs, no initial policy fee, no tax wrapper charges, no charges in the product cash account, no re-registration fees and no exit charges applied.
- Regular communication – a complete annual financial review with your adviser, annual storm proofing of your portfolio.
How we work with you to achieve your financial objectives
- Initial meeting – learn about your aims
- Gather data and set goals and aims
- We prepare your financial plan
5. Implement the agreed plan
6. Review your financial plan regularly.