How We Work

How We Work

We usually arrange a face-to-face meeting (at a convenient time and location) at which we have a broad discussion about your financial concerns and personal/corporate aspirations. We also review your current financial product portfolio.

Following the initial meeting, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will present this in a follow-up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in striving to reach your objectives.

We offer a flexible fee structure. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner.