The client journey

During the initial meeting, we will discuss your current financial situation and your goals for the future – what you’d like to achieve and when. We will also discuss your attitude to risk. This is largely an opportunity for us to get to know each other better and determine how best we can provide you with value.

Once we have gathered all the information we need from you, we’ll go away and begin our research. We will explore the many financial products and services available and narrow down the ones that are most suitable to your circumstances, then use this to create your bespoke financial strategy.

We will meet again to present our recommendations report. We’ll discuss it in detail, taking the time to explain our decisions in simple language and get your input. We will never go forward with anything you haven’t fully consented to, so we’ll ensure you’re 100% happy before proceeding.

Having agreed your financial strategy together, we will implement the best solutions in line with your objectives. As independent financial advisers, we can select products from the whole of the market without any bias, so we will always act in your best interests.

It’s important to regularly review your investments to ensure they are still working effectively for you, particularly if your circumstances have changed. We will meet at least once a year to review your portfolio and make any changes we need to.