How we work

Looking after you

To give you the right kind of Wealth Management advice we’ll need to find out a great deal about you: your needs, concerns, ambitions and lifestyle. We’ll start to do this during our first meeting.

During our subsequent meetings we’ll create, discuss and fine tune your planning and investment strategy until you are totally happy and reassured.

Then we’ll put a series of review meetings in place so we can discuss your plans, ambitions and portfolio with you on a regular basis.

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We’re happy to work with your accountant, solicitor or other professionals and can supply end of year taxation details or other information as appropriate. We're here to help.

“The past is a foreign country, they do things differently there.” L P Hartley