Your five steps to success

We have developed a powerful journey that our clients can follow to help us establish our progress and create positive results. Please follow our process.

Step 1: Discovery

With the help of our Confidential Risk Profile, we discover your needs. We ask the right questions. What are your financial goals? What is your time horizon? How do you feel about risk?

Knowing that you can trust us is vitally important, and we hope that your first meeting will put you very much at ease. At this first meeting, we will need to know the details of your current financial situation: that is, your income and assets and your tax commitment.

We will also need details of any liabilities that you have, including bank loans, mortgages and credit cards. The first meeting will also be an opportunity for us to ascertain your attitude to risk, your experiences of risk taking, any fears that you may have, the nature of your short-, medium- and long-term goals and your needs for the future.

Asset allocation is very important in providing the correct balance to your portfolio to ensure growth ahead of inflation. We will look at the asset allocation of your existing investments and assess what they should look like in an ideal world. Finally, we will look at your Inheritance Tax position, and present simple ways in which paying this tax can be avoided.