How we work

We believe that it is important that you are aware of how we work and what you can expect from us:

• An initial consultation to establish your circumstances and objectives. This is free of charge and without any obligation.
• During our consultation we ensure we fully understand your personal situation and what is important to you. We will ask you to provide us with details relevant to your personal circumstances and your current financial planning arrangements. We will also establish how you wish to pay for our services (see How we are paid).
• Having assessed your needs we will provide you with our recommendation and explain this to you in detail.
• If you wish to proceed with our advice, we will implement our recommendations on your behalf, keeping you informed throughout the process.
• We will agree on the level of service you require going forward regarding regular reviews and the monitoring of your arrangements. In an ever-changing world, we can work together to ensure continued financial security.