Services we offer...
We understand that every client is unique with differing circumstances, goals, expectations, aspirations and time frames.
The advice process starts with a “no obligation” discussion to establish exactly what is required, to see if we can help you and to determine if our help is needed. The most appropriate way forward is then established and the next steps agreed. Usually a report containing details of existing contracts, comments, observations and recommendations will be prepared.
We offer a number of services that can be tailored to each client's specific requirements:
- Full Financial Review
- This service is chosen by clients wishing to undergo a full review of existing finances. First we gather as much relevant information as possible about finances and personal circumstances; income, expenditure, assets and liabilities. We also establish your priorities, opinions and viewpoint on various related financial matters.
- Limited Advice
- Some clients are already comfortable with their finances in general, and only require our help with certain specific areas of advice. This could be anything from arranging a mortgage with associated life cover, lump sum investments, regular savings, mitigation of potential Inheritance Tax or advice concerning personal, group or self invested personal pensions.
- Consulting and Strategic Planning
- This service is favoured by some high net worth clients who wish to have a general overview, second opinion or long term strategic advising partner. For instance some clients already have a financial adviser, stockbroker, lawyer accountant or other professional adviser.
However we offer a fee based service that can be tailored to your exact requirements, overseeing and linking up all your existing advisers providing a 'joined up' strategic financial plan.
We hold annual reviews (or more frequent if required) with clients, with or without other professional advisers as required.
We can also recommend stockbroker, legal and accountancy services – we have many professional connections and contacts both locally and in London.
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