Overview

Overview is a simple service whereby we will provide a comprehensive review of your financial circumstances including investments and then make a recommendation to help you achieve your goals.

This exercise is free.

Clients who use this service usually fall into three categories.

• Those seeking assurance or an alternative to their current adviser.
• Those who wish to take stock of their current position and who may need specialist advice.
• Those who wish someone to take over the running of their affairs.

How does it work?

Information Gathering
You complete our financial questionnaire upon which we will base any advice we may give.

Consultation
We spend time together to go through your personal situation. This allows us to understand your needs and explain our service.

Report & Recommendation
We will then prepare a written report for your consideration and further discussion.

Action Plan
If you are happy to proceed then we will provide any necessary documents and put in place our recommended actions.

Ongoing Support
Review meetings are held every six months
Online Services
24/7 valuations