- Take you through the different types of investments, how they work, what they cost and which ones may make sense for you.
- We’ll help you to understand what the risks are and what you’re comfortable with.
- We can design an investment plan that’s tailored to you and once you’re happy with it, we take the hassle out of setting your portfolio up.
- Nothing stays the same in life and it’s the same with investing. We can help you to track and manage your investments on an ongoing basis. This means you have more time to do the things that are important you.
Getting to know you
Our first meeting is about getting to know each other. Discovering what’s important to you, where you want to be in the future and which areas you’d like help with. At this appointment our pricing will be explained, so there are no surprises along the way. This meeting is obligation free and costs nothing.
We’ve gotten to know a bit about you, your family and your plans. The next step is to explore how we can help you. We use the latest technology to show you how making small changes now can make a big difference to your life.
We tailor a plan for you which is easy to understand, measurable and most importantly ticks all the boxes you were hoping to achieve. We will guide you through your advice and answer any questions clearly.
After careful consideration and when your ready to go ahead, we’ll get to work on implementing your plan in a timely and professional manner. We’ll keep you up to date and we’re always on hand to answer any questions.
Equally important as a good financial plan is the review process. This is the time when we discuss how everything is going. Are we on track? Has anything changed? Is there any fine tuning required?