For individuals and families
Plan for your future and secure that of your loved ones. It’s far better than ‘hoping for the best’ – and reassuring when you have a little help.
Whether or not you have already mapped out your life plans and your financial ambitions, we will recommend a review of your current position. Our first discussion will take around an hour – at our expense. During this meeting, we will assess your situation, your goals, your attitude to risk and your ethics around investment. We’ll ask you about your family and dependents, occupation and income, expenditure, assets, liabilities, debts, wills, inheritance and pension provision. You can then decide if we are the right people to help you.
If you decide we can help, we will meet again to review your current arrangements and to start to develop short, medium and long-term strategies to meet your financial and lifestyle objectives.
Only when we have a complete picture of your circumstances and attitudes will we make recommendations or give advice. Wherever possible we will aim to incorporate and maximise any current plans you have. We may also discuss a number of different scenarios to help you prioritise your objectives.