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Consultation

The first step in our process is a no obligation free consultation with one of our Wealth Managers. During this meeting we undertake a fact find and risk profile to determine your current position and goals.

 

Recommendation

Once your goals have been determined, we will prepare a detailed Statement of Advice (SOA) that includes the most appropriate strategy to allow you to meet your objectives. This is presented and discussed with you to ensure you fully understand our recommendations.

Implementation

We have highly experienced staff that will take care of implementing all of our strategies as well as managing all of the paperwork required on your behalf. Our Advisers and Client Service Managers will keep you client informed and updated ensuring you are happy with the outcomes. 

Review

We have a clearly defined review process which enables us to conduct regular pro active reviews of your goals and objectives to ensure our advice remains ontrack for you. 

Let’s Work Together

Get in touch so we can start working together.

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