The first step is to identify what you want to achieve from our advice, be it income, savings goals or just to be protected from the unexpected.
We will need to assess your personal situation along with your income, expenditure, assets and liabilities and your tolerance to risk.
We then will take all this information to formulate a strategy tailored to meet your goals.
We will prepare a comprehensive Statement of Advice which will detail the stategies involved and all the risks and costs involved in the advice.
After your approval of the advice and agreement we will take all necessary steps to put in place the strategies recommended.
We will arrange to meet on a regular basis, particularly in the first year of our engagement to review the strategies we have put in place and to update your circumstances as they change.