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Our Advice Process

We provide a bespoke service for every client. However this gives you an idea of what you can expect if you become a client.
I had never used a financial advisor before but when I became a partner in my medical practice I knew that it was time to chat through my financial options with a professional.  I was amazed at how straight forward the process was and I felt completely involved at all times.  

What you can expect

Initial, no obligation, Meeting to Establish Client/ Adviser Relationship and Talk Through Your lifetime and Financial Goals.

In the first instance we work with you to gather detailed information about your current financial position and your future goals. Our understanding of where you want to be in years to come is essential. Having an external perspective from a professional will give you absolute clarity on where you are today and possible future scenarios.

We Carry Out Research of the options available based on your circumstances and goals.

At all times we involve you in the process of creating a bespoke financial plan.

We Develop and Present Our Recommendations and costs/ fees involved.

We look to meet with you to explain in detail all aspects of your current position and agree on your financial options. We work in a complex area and helping you to understand what’s on offer in the market and matching the right products and plans to your particular needs is a skill based on knowledge and experience. We see our role as one of coach and adviser, to guide and inform, and to lead you through the decision-making process, enabling you to take control of the financial aspects of your life.

We Implement the Agreed Solutions.

We want a long, professional and successful working relationship with all our clients, based on trust and transparency. You can be assured that all our advice is always in your best interests.

We monitor and review the plan regularly.

This is how we ensure that you are receiving the best advice and deals going forward.

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