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We appreciate that people’s circumstances, ambitions or needs are never the same and are subject to change over time. The financial plan we create with you will therefore be unique to you.

So how do we develop a financial plan specifically for You?

We follow the planning process below ensuring that you fully understand each stage.

Identify your needs and objectives : At the initial meeting the adviser will explain how the service works and discuss your primary aims and objectives as well as answer any questions you may have.

Gather information : This is where we will gather much more information and may even ask you to prepare some information for us to discuss. Our aim is to listen and get a comprehensive picture of your finances and commitments.

Attitude to risk : We will discuss with you and assess your tolerance of investment risk and capacity for loss which will assist us in tailoring financial plans to suit your needs.

Analyse and Research : Once we have a full picture of your needs and objectives, we analyse the information and research the marketplace in order to identify the most appropriate solutions to help you achieve your aims.

Develop your action plan : We will compile a report to discuss with you at our next meeting. The report will detail our recommendations to help you achieve your aims and objectives.

Implement your plan : Your adviser will meet with you to discuss the recommendations in detail and, at that time, you will be able to ask as many questions as necessary to ensure that you fully understand the plan. You will then be in a position to decide whether you wish us to implement your plan in full or in part for you.

Monitor Progress : We will agree with you how we will monitor progress to ensure you stay on track to achieve your objectives. The frequency of review is dependent on the complexity of your situation and the amount of funds you have invested.

Our fees are competitive and will always be agreed with you in advance to ensure that you know exactly what you are paying for and how the fee will be paid. We are remunerated by way of an hourly rate, a fixed fee, a commission or a combination of these methods.

For more information about our services contact us now on 0844 414 1096. You can also send us a message via the enquiry form on the contact page.

‘Authorised and Regulated by the FCA’