How our services work

How our services work

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.