Our Financial Planning Process

Our aim is simple – to help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.

The process diagram here summarises how we go about achieving this – roll over the key areas...

As part of this process we encourage you to let us communicate with your other professional advisers (accountant, solicitor etc.) to ensure that you benefit from a truly joined-up approach to managing your wealth.

Our clients

We are highly experienced in wealth management, helping clients:

  • Preserve existing wealth
  • Accumulate new wealth
  • Pass wealth to the next generation

We tailor our advice and how we work to fit with your individual needs. Our clients typically come from a variety of backgrounds, including the professions, senior executives, landed families, business owners and entrepreneurs.

Our charges

Costs and charges can have a huge impact on the value added to you by financial advice.

This is an area that we spend a great deal of time researching, when investigating a new client’s pre-existing arrangements, to ensure that the solutions we are recommending truly add value to you. Professional financial advice has never been free, though many firms have been highly creative in distracting clients from the true cost of their recommendations.

We are a professional fee based practice and will clearly communicate to you both the cost of our initial and ongoing advice, together with details of any associated investment and product charges. Depending on your individual requirements we can be flexible as to how you pay for our advice and will discuss the options further at your initial meeting.

Honest, unbiased advice, transparently communicated