Relationship Management

A dedicated team to help you achieve your financial goals.

Building Relationships with our Clients

Your financial situation is unique and so are our services. We follow a four step process to build a relationship and provide quality advice:

Our Process for Providing Quality Advice

 

1. Understanding You

By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve.

At this stage you will find out what to expect from us and how you will benefit from using us.

2. Planning

We’ll explore and research various scenarios to make the best use of your existing plans.

We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3. Implementation

Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you.

Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4. Review

Nothing stands still, so it makes sense to review your plans regularly.

We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation.

You will also hear from us if we have something that we feel will interest you.

GENERAL ENQUIRY FORM

Marketing Information

Submit your Information

From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you.

Email
Telephone
Post
Yes please, I'd like to hear about offers and services.
No thanks, I don't want to hear about offers and services.
Please tick this box to confirm you have read and understood our privacy policy.

STOCK DATA
Value Move %
FTSE 100
7190.3 -32.8 -0.454
FTSE 250
22917.05 -49.619 -0.216
FTSE 350
4119.22 -17.05 -0.412
FTSE All Shares
4102.33 -16.45 -0.399
Dow Jones
35603.08 -6.262 -0.018
Nasdaq
15215.7 94.021 0.622
news

Subscribe to our newsletter

Send us your email address if you would like to receive our regular newsletter