A perfect match. Delivering your financial goals, through our Valued Service Proposition.
Our Valued Service Proposition was devised to help us build long-standing relationships with our clients, so enabling them to achieve their long-term financial goals.
After an initial consultation, which is free of charge, there are three stages to the financial planning process, which together comprise our ‘Valued Service Proposition’. Each of the stages is costed separately to ensure complete transparency.
First comes ADVICE, which is when we review a client’s financial status and make recommendations.
Second, we have IMPLEMENTATION, when we actually put into effect the investment plans that have been mutually agreed.
And then, third, MANAGEMENT, which is the on-going business of servicing and reviewing the client’s plan.