Planning is a key part to the service we offer. Before we can make any recommendations, we obtain a full understanding of your financial circumstances and personal plans.
In advising private clients and businesses it is important that we have a thorough understanding of your financial position, circumstances and objectives. Our approach will also consider other important factors such as tax considerations, retirement goals and prioritising needs.
Once we have agreed your objectives and priorities, we will clearly set out the scope of work and the agreed fee in an engagement letter. We will then complete our investigations and research in order to deliver a comprehensive recommendation report. This is then used to form the basis of agreeing and implementing appropriate action to achieve your objectives. We believe that the advice we provide initially is only the start of our work in meeting a client’s financial objectives. We focus on building long term client relationships, providing proactive ongoing advice with a high quality service.