Initial Work

The initial ‘discovery’ meeting is provided at our cost and with no obligation. This meeting will include:

  • Assisting you to identify your objectives and priorities
  • Explaining how we work with our clients and the costs involved, and enabling you to ask questions regardingthe services available to you
  • Providing us with an understanding of your personal circumstances and requirements
  • Explaining and agreeing your investment risk profile agreeing next steps
  • Ongoing work is provided at a charge to you to be agreed at the initial meeting.

Research & Analysis – Summarizing and prioritizing your objectives as required. 

Second meeting

  • Explaining the full rationale for the recommended strategy
  • Answering all queries you might have
  • Helping you reach an informed decision on how best to proceed

Implementation Of Strategy

  • Provide all necessary paperwork
  • Assist with completion of paperwork
  • Submission and tracking of applications
  • Confirmation of strategy
  • Liaison with Professional Advisers as required.


  • Personal Circumstances Update (including state of health, salary, bonus update) Goals, Needs, Outcomes & Aspirations
  • Attitude to Risk (Any changes) Protection Review (Reviewing existing cover and shortfalls — death, ill health,medical costs, mortgage/loan protection etc.)
  • Estate Planning (Ensuring your estate planning wishes are current — Wills, LPA, Death Benefit Nominations)
  • Pension Planning (To include reviewing changes and opportunities created by changes to
    pension law e.g.
  • Pension Annual Allowance, Child Benefit traps,
    higher rate tax, personal allowance) Retirement
    Options, Aspirations, Plans, Cash Flow
    Modelling, Discussion Document
  • Investment Review (Looking back on last 12
    months performance)
  • Investment Planning (Looking forward & implementing any
    changes to Investment Strategy)

Access To Adviser
Available for contact between reviews

Other Benefits

Regular Valuations on request
Priority response to your e-mail queries
Regular Newsletter including legislative and budget updates