At an initial exploratory meeting I will present my Practice, explaining the services and advice I can provide. This will allow you to decide if I am the right person to advise you and if my services would deliver significant value.
By gaining a clear understanding of your objectives and expectations, I aim to identify your concerns, responsibilities and ambitions.
At a further meeting I can present the advice and solutions to meet the areas identified.
Together, we create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all the options available to you. I will monitor your plan closely and make amends as and when appropriate, as I appreciate that personal circumstances, opportunities and legislation all develop over time.
We can agree the frequency and nature of the ongoing advice and service you would like to receive; including weekly market updates, annual reviews and online access to your portfolio.
Basing my service on this principle, I have built exceptionally strong, trusted and lasting relationships with my clients.