Our Process
01Initial meeting
A mutual learning experience where we will introduce ourselves and our proposition, gathering all relevant info from you—including an assessment of your personal attitude to risk.
01Initial meeting
A mutual learning experience where we will introduce ourselves and our proposition, gathering all relevant info from you—including an assessment of your personal attitude to risk.
02Full audit
A comprehensive review of your existing financial situation and portfolio, during which we will establish any potential tax considerations.
02Full audit
A comprehensive review of your existing financial situation and portfolio, during which we will establish any potential tax considerations.
03Bespoke plan
We will design a tailored solution which serves your specific financial objectives, both short and long term, and then prepare and implement the necessary paperwork.
03Bespoke plan
We will design a tailored solution which serves your specific financial objectives, both short and long term, and then prepare and implement the necessary paperwork.
04Ongoing monitoring
We will introduce you to the most appropriate platforms for your financial needs and, where relevant, provide you with access to real-time performance data via our wrap platform.
04Ongoing monitoring
We will introduce you to the most appropriate platforms for your financial needs and, where relevant, provide you with access to real-time performance data via our wrap platform.
05Face-to-face review
As circumstances and legislation change, so does the way in which we manage your money. That’s why ongoing interaction and regular face-to-face reviews are the cornerstone of our service.
05Face-to-face review
As circumstances and legislation change, so does the way in which we manage your money. That’s why ongoing interaction and regular face-to-face reviews are the cornerstone of our service.