The Process

The Process

Our first undertaking with a new client is to establish whether our services will be suitable for them.

We spend time talking to our clients to ensure that we fully understand and appreciate their requirements and current financial situation.

We will establish your current financial needs and future requirements and objectives and most importantly, your attitude to risk and capacity for loss.

We will then advise on whether these goals are both realistic and achievable.

We acknowledge that every client is different so we provide a service tailored to the requirements of each individual who engages us.

We do not charge upfront fees; when a client engages us we will put any costs to the client clearly in writing prior to agreeing any investment strategies.

Worldwide financial planning based on integrity, trust & experience.