STEP 1 - Face to face consultation
An initial meeting, with no obligation to proceed. It allows us the opportunity to understand your needs and explain our services.
STEP 2 - Fact Finding
We will require the completion of our Confidential Financial Review Form.
STEP 3 - Research and recommendations
Our detailed recommendations will accompany an analysis of your objectives. This provides an opportunity for further discussion.
STEP 4 - Implementation
We will assist you with the completion of the paperwork.
STEP 5 - Our Ongoing Service
Investments that we have arranged for you will be kept under review. We offer at least one review/portfolio valuation a year for our clients.
Please contact us for further information.