We start by talking. Or rather by listening to everything you’re trying to achieve. We need to get to know each other to ensure a positive working relationship. Our clients are unique, and your planning should be too. We’ll get an understanding of your risk appetite and objectives, and start to formulate a strategy that’s worthy of your wealth.
We then hit the books. As an independent firm we can research the farthest corners of our industry, finding the best strategies to help bring your goals to fruition. We keep you tightly in the loop at all times so that you can understand and contribute to exactly where we’re headed.
We push the button, launching our carefully crafted strategy into the world. It doesn’t end there though; we continually assess the performance of all aspects involved, make adjustments and keep you informed of all changes along the way. Our guidance only truly works when it’s maintained properly.
The Dinner Party Test
We like to imagine our clients casually explaining their financial decisions with confidence to their friends. If you can do this, then we’ve done our job. We want you to feel excited by the future, and feel safe in the knowledge that you’ve made a well educated decision.
Pensions can be a confusing subject and this can often lead to people putting their planning off to engage in more immediate concerns.
With bank and building society interest rates at an all-time low it’s difficult to know how to make your money work hard for you.
Tax Planning & Inheritance
Tax isn’t a bad thing, but paying too much unnecessarily certainly is. Every year taxpayers give away several billion pounds.
Preparing for the worst is not a pleasant undertaking, but as we grow older we begin to realise how important it is.