The first time we meet clients is usually quite relaxed. It’s often over a coffee. Here, we’re seeing if the chemistry is right.
Are we right for you – can we help you achieve what you want to? Are you right for us? We pride ourselves on working with people where we can add value.
This is where we’ll explore your Bigger Picture.
We’ll talk about your concerns, values, goals, desired future lifestyle and ambitions. We will also seek to understand your current financial position, assets, liabilities, income and expenditure.
We’ll go away for typically four to eight weeks, do lots of analysis, and then invite you in to present your new plan.
We’ll talk you through it, and structure your advice in terms of risk, investment, tax and legacy.
When you’ve had the opportunity to understand your plan, we’ll give you a detailed report and meet again to answer any questions, and to agree what’s next.
Once you’re happy with everything that we’ve proposed, our team will get to work to make things happen.
Your situation will change over time. So your plan needs to evolve to keep you on track to achieve everything that’s important to you.
We’ll review things with you every six months – more often if needed. We’ll communicate with you regularly so you’ll know we’re in your corner.
