We take time to really get to know you, to understand your motivations and find the right solutions that help turn your goals into reality. Your journey with us would look something like this.
We undertake an initial meeting, a process of discovery, to find out about you, your family, your business, your goals and aspirations, both long term and the near term.
We analyse the information gathered at this meeting to identify any gaps in your current planning and look for any opportunities to enhance your existing strategy.
Having undertaken a thorough review we present back to you our proposal to bring your strategy in line with your objectives. It may not always be necessary to make changes.
Once you are in agreement with our recommendations, we proceed to implement your strategy using our preferred product partners and solutions.
Our role does not end with implementing the right strategy. Nothing about life is static. Individual circumstances, needs, objectives evolve all the time. Performance of external providers also varies over time as does the economic climate. It is important to review these regularly to ensure your strategy is dynamic and keeps pace with all changes.
The hardest bit is now taken care of, it is time to take a step back and relax. We are strong advocates of striking the right work/life balance and wholeheartedly recommend that one should never lose sight of the importance of wellbeing and general happiness. So, time now to enjoy your wealth.
It is important that we are able to work with your other professional advisers to find fit for purpose solutions, especially in areas where we are unable to offer our expertise. We maintain close ties with a number of specialist firms of tax advisers, accountants and private client lawyers. If you do not have an existing relationship, we may be able to introduce you to such professionals based on your individual needs.
The initial meeting is at our expense and there is no obligation for you to engage further. We will discuss our charges with you upfront and this will depend on the complexity of the advice being provided and the work that will subsequently be required. We are totally transparent and take into consideration all other third-party charges that might apply when agreeing upon a fee. This is to ensure that we maintain a competitive total expense ratio (TER). With this in mind we have also negotiated attractive discounted rates for our clients from our preferred partners and product providers.