How We Work
We aim to provide a totally bespoke service tailored to your individual needs.
At our first point of contact, we’ll explain the services we offer and demonstrate how we can help achieve your aspirations. Our initial first meeting is at no cost to the client.
Should you decide to become a client we’ll then explore the options available to you based upon your personal circumstances and establish your attitude to investment risk. This would involve asking specific personal information and discussing your opinions regarding investments.
At our second meeting we’ll detail our recommendations in a financial plan. After that, we’ll implement all agreed actions, advising you on progress and when complete.
Thereafter, we’ll review your situation annually, responding to any changes in your circumstances and advising you of actions you may need to take. Annual reviews can be agreed in the form of an investment schedule being posted, a telephone appointment or a visit to your home or work address.
Make an Enquiry
To find out more about our services please call us on 0115 7843242.