How we work
Following an initial introductory meeting we use advanced computer software to assess a client’s existing situation against their goals and priorities before drawing up a bespoke financial plan, incorporating cashflow projections and asset allocation modelling.
This may involve changes to existing investments, savings patterns and lifestyle aims. We examine attitudes to investment risk before agreeing a suitable asset allocation model and providing investment recommendations in line with our regularly updated fund panel.
Once a financial plan is in place it is regularly reviewed so that alterations can be made, as and when necessary, in order to keep it on track.