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 the ‘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
- Confirm your goals and objectives
- Agree areas for review
- Confirm fee structure and service
- Gather Information; write to existing providers for latest statements
- 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
- Complete documentation
- Apply to product provider
- Process application
- Issue arrangement documentation
- 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
Regular review of:
- Your goals and objectives
- Your current situation
- Your financial arrangements
- Your financial planning needs