How we work with you
Our first consultation is without cost or obligation. This helps us to understand your financial objectives and gives you an opportunity to ask us any questions about our firm and the services we provide. We will confirm how we can advise and support you in working towards your goals. We believe in a transparent approach and will discuss the cost and levels of our services at outset and throughout our relationship with you.
Before you agree to go ahead, we will always confirm our fees and provide you with an example of how these will apply in practice, based on your individual circumstances.
If you decide to appoint us as your adviser, we will then:
- Obtain further detailed personal and financial information
- Develop our understanding of your aims, objectives, and knowledge of investments
- Assess your attitude and tolerance to risk i.e. potential losses
- Identify any restrictions, ethical or otherwise, that you wish to place on your investments
Our findings and recommendations will be set out in a report, which may be followed up with a further meeting if necessary.
Should you instruct us to proceed with our recommendations we will act for you in the following ways:
- Handle all investment and policy administration on your behalf
- Provide regular updates to keep you informed of progress
- Ensure any documents are issued to you promptly
- Provide confirmation of any actions we have taken on your behalf