How we will work with you

One of our advisers will arrange to meet with you at your home or our offices - whichever is the most convenient for you.

The purpose of this meeting is to gain thorough understanding of your financial and personal circumstances, your short, medium and long term objectives and also your attitude to investment risk.

Your adviser will work through a planning questionnaire with you which will allow them to formulate their thoughts on your requirements.

Following the initial meeting, your adviser will analyse the information gained and use this to formulate a report setting out the recommendations to meet your stated objectives. This report will be sent to you and a follow-up meeting may be required in some circumstances to ensure that you fully understand the recommendations being made.

We firmly believe that our relationship with you will be long-standing and that this approach provides the best chance for you to meet your financial objectives. We recognise that your circumstances and objectives can change at any time and this means that regular meetings with your adviser will provide you with the opportunity to re-align your plans and portfolios where necessary.

Your adviser will agree with you at your annual review meeting whether more regular meetings are required and this will depend on the complexity of your requirements.

We will also assist you with the technology that will allow you to view on-line your financial interests and this will form the basis for our ongoing relationship with you.

Personal Wealth Management

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