Before giving any advice to clients, we build up a complete picture of their finances; the quality of the guidance we provide can only be as good as the information we work with. It is, therefore, essential that we understand not only a client’s existing finances, but also their objectives, aspirations and any issues that may concern them.
Having understood these and the client’s appetite for risk, we prepare a comprehensive report and discuss our specific recommendations. Once a client is happy to proceed, we make the necessary arrangements to put these recommendations in place.
We conduct regular reviews with our clients to ensure that their financial plans remain on track, taking into account changes to the economy, legislation and, not least, their own financial position and requirements.
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