Process

We believe that wealth management is about creating long and lasting trusting relationships with our clients. Therefore, the first stage in the process is to hold an initial meeting to spend time understanding each client’s:

• Assets and liabilities
• Attitude to investment risk
• Financial priorities and aspirations
• Time horizons

The first stage to wealth creation and preservation is to undertake a detailed analysis of our client’s existing financial arrangements and provide a comprehensive analysis report outlining the work we believe needs to be undertaken to establish a suitable wealth management strategy.

Having agreed the work which needs to be undertaken we draw upon our specialist knowledge and in house capabilities to design the wealth management strategy taking into consideration the most suitable tax wrappers and the underlying investments to achieve lifetime goals.

This stage delivers a bespoke solution through a clear, concise holistic financial and investment planning.

Having agreed the solutions, the final stage of the process is to implement the strategy by establishing the appropriate tax wrappers, configuring the asset allocation and finally establishing the underlying investments.

Having established the wealth management strategy it is important to regularly revisit the strategy to ensure that it continues to be aligned to our client’s financial objectives and time horizons. Therefore, we will agree with our client the ongoing consultancy requirements and formalise these through a bespoke client agreement.