The client journey

We pride ourselves on fully engaging with our clients’ needs and ensure any advice given is bespoke and appropriate to their particular circumstances.

Each client embarks on a journey with us, by entering a robust and systemised six-step process so that we can fully understand what is best for their situation. As well as ensuring our services are appropriate, it also enables clients to instantly determine whether we are ‘right-fit’ for their requirements and whether they wish to work with us.

We believe it is imperative that Trust, Understanding and Focus form the basis for each client journey, fully underpinning our following six-step process:

  • Introduction to us and the ‘way we do things’
  • Outline our fee structure
  • Engagement
Introduction & Engagement
  • Confirm your goals and objectives
  • Agree areas for review
  • Confirm fee structure and service
  • Gather Information; write to existing providers for latest statements
Fact Finding
  • Assess your objectives
  • Review your existing plans
  • Undertake market research as required
  • Devise investment strategy (if applicable)
  • Select product solution
  • Compile a report for you
  • Provide you with our advice and recommendations
Agree Plan
  • Complete documentation
  • Apply to product provider
  • Process application
  • Issue arrangement documentation
Manage & Complete Transaction
  • Provide you with on-going investment management advice
  • Issue you with quarterly performance reviews/ valuations
  • Review risk profile/attitude to risk
  • Rebalancing/fund switching
  • Review and agree strategic & tactical asset allocation models
Portfolio Management

Regular review of:

  • Your goals and objectives
  • Your current situation
  • Your financial arrangements
  • Your financial planning needs
Continual Monitoring

What do our clients say?

  • We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.

    Mrs & Mrs H, Wallingford

  • From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.

    Mrs L, Southampton

  • You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times.

    Mrs K, Fareham.

  • We have used Jon's financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience.

    Mrs S, Hampshire.

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