How Does It Work?

Working closely with you to understand your current position, aims and objectives, as well as gathering personal data, I can provide a tailored recommendation to help you meet your goals.

Initial Meeting

All initial meetings are free of charge. This is a chance for you to get to know me and vice versa, as well as allowing me to gather all the necessary and relevant information and completing the initial questionnaires, which will allow me to provide you with my initial thoughts.

Overview of Current Position

From the information you provide, I then put together an initial 'snapshot' of where you are currently and what aims you have for your finances. This is the staple point of me then providing a tailored recommendation.

Recommendation & Implementation

I'll provide a personalised recommendation for key areas of concern, which we will discuss in detail and I can then answer any questions you may have. If you then wish to proceed, I submit all the work on your behalf and track progress until completion.

Ongoing Monitoring

Over the coming months and years, I then continue to monitor the plans, funds and any changes to relevant legislation, which we will discuss in detail at your annual review. This is also a chance to update your goals and aims as these are likely to change over time.

Risk Questionnaires

This is used as a starting guide for our ongoing discussions surrounding acceptable risk versus returns.

The performance of your investment(s) is subject to risk(s). Its performance may fluctuate based on movements in the market and economic conditions. Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of future performance.

Tax treatment is based on individuals' unique circumstances.