Planning for your future
We’ll guide you through your investment options and help plan out the right financial journey for you.
How we’ll work together
Financial matters are always so unique to every individual, so we like to initially meet in person so we can get to know you. We’ll discuss your current financial situation (reviewing any existing policies you may have) along with your aims and ambitions.
Following our meeting you’ll receive a report detailing everything we’ve discussed, including our recommendations. Once we’ve agreed on a course of action, we’ll implement the plan by preparing any applications forms and meeting with to complete them.
Once set up, you will have 24-hour access to valuation and performance data, and regular updates of your risk profile.
As part of our ongoing review service you’ll receive an annual or half-yearly review meeting with your advisor which will cover:
- An investment update
- A review of your current financial strategies and goals
- Updates on key legislative changes and explanation of how they may affect you.
- Rebalancing of investment funds and tactical adjustments to asset allocation
- Fund changes when appropriate