Making the most of your money.
Planning with your goals at the forefront
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
How we work
Stage 6
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Regular reviews
If you choose, we'll meet on an ongoing basis to asses your strategy and implement the next steps in your plan.
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The process we follow
Stage 1
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Your goals
We establish your life goals, personal circumstances, aspirations and concerns.
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Stage 2
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Your information
We collect all relevant personal and financial data and establish your perceived risks.
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Stage 3
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Analysis
We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
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Stage 4
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Design your strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.
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Stage 5
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Implementation
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
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Once we've gathered all necessary information, we will provide you with tailored financial recommendations on the areas you wanted to review. The reason we undertake this suitability assessment is so that we can act in your best interests.
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We will then agree the recommendations you want to implement, in order to meet your needs and objectives. This may also include any broader or more complex planning such as trust work. Where relevant out services and charges for referring clients to discretionary fund managers will be discussed to you separately
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We will help you complete the relevant application(s) and any additional information required. It is vitally important you check all the information you have provided is correct before you sign any documents. We will then monitor your application(s) through to product issue and make sure you receive the related product documentation. Where you choose to make regular contributions, our fee may be spread over a longer period dependant on our agreement.
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We aim to build long-lasting trusted business relationships with all of our clients. An essential part of this is to continually review your arrangements to ensure that they continue to match your goals and objectives and remain suitable at any given period throughout your financial planning lifetime.
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We can provide you with ongoing support and servicing options to suit your specific needs in areas which you have identified as being important to you.
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The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Trusts are not regulated by the Financial Conduct Authority.​