How we work - Our 6 point process.
Good advice - whether it is financial, medical, technical or otherwise - can only be based on knowledge of the needs and circumstances of the client. Our six point plan takes the following steps:-
- The starting point for our advisers is a meeting at which the relevant facts and aspirations related to a client’s financial interests and plans are discussed.
This initial meeting is normally without charge or obligation. At this meeting the client’s interests and options can be discussed and a decision made as to whether or not the advisory process should be developed. - The next step in the process is a fact finding exercise during which the adviser will discuss all the facts relevant to financial interests and plans.
- On the basis of these facts and any preliminary research conducted by the adviser a course of action can been agreed as appropriate for the needs and plans of the client.
- Once a course of action has been agreed the adviser will continue with the process of developing proposals suited to the client’s attitude to risk, volatility and aims.
- The adviser will provide the client with confirmation of any actions proposed for the client and - most importantly - the reasons for taking these actions.
- Financial plans and personal circumstances are seldom completely static and the adviser will normally recommend regular reviews, and any charges for theses reviews, are arranged on a frequency that is appropriate to needs of the client




