Evaluate. Communicate. Support.

Working in partnership. By establishing a collaborative relationship with you from the outset, we can ensure that we have absolute clarity about your background, philosophy, needs and objectives. We can then provide you with absolute clarity about what we will do for you, what you need to provide and the steps that you need to take in order for us to help you meet those needs and objectives. Fees are discussed openly and agreed before we ask you to sign anything or incur any costs on your behalf.

We will only work with you when we are sure that our fees demonstrate good value for you according to your planning needs and the complexity of your affairs. By that time we will have held at least two meetings with you, at our expense, and we will have started to get to know one another.

Regular updates. It has been sagely noted that ‘No battle plan survives first contact with the enemy’, and the same is true of your financial plan, which will need to adapt as you go through your life. The ‘enemy’ in this instance is uncertainty about the future and the future, by definition, is always uncertain.

By meeting with you on a regular basis (generally at least once a year) we can keep up with what is going on in your life and then work together to determine the necessary ‘course corrections’ that will be needed to keep your plan up to date and you on track to achieve your goals. We can help you to manage any changes ahead of time and ensure that any transitions are as smooth as possible. If, in the interim, you want to talk about anything that may impact on your goals or you just need additional advice or support, we can talk you through the issues and offer practical solutions.

Looking after your emotions. It is important for you to make the right decisions at key moments when emotions can creep in and take over from sound judgment based on your long term strategy.

Our wealth planning team is there to consult with you at those critical times.

We carry out all the necessary research and ensure that you have all the information you need in order to make a truly informed decision.

I was getting older and had my investments in various different places. I wanted to both get some advice around my financial planning for the future and to start pulling my investments into a financial planners hands. This latter point was important to me as other members of my family are not particularly interested in money matters and when I die I want things to be as easy as they can be for my family.

DT