How we work

Any advice or recommendation(s) that we offer to you, will only be given after we have assessed your needs and considered your financial objectives, attitude to risk and capacity to bear any losses. that may be involved. We will also consider any restrictions that you wish to place on the type of products or investment strategy you would be willing to consider.

Initial Meeting

The initial meeting is at our cost. We will gather information about your existing financial arrangements and full personal circumstances to gain an understanding of your investment knowledge and attitude and tolerance towards investment risk. This meeting usually defines how we can work together to achieve your goals. We will go over what we do and how we do it along and discuss our service proposition and charging structure. If you decide to appoint us to work on your behalf we will agree all the objectives beforehand and start work.