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Regular face-to-face review meetings with your advisor

As one of our valued clients, you will be invited to half-yearly or annual review meetings with your advisor.

These review meetings will include financial check-ups on your long term cash flow planning ensuring it continues to meet your needs.

There will also be a complete review of your financial planning strategy and we will advise of any amendments needed to keep your finances on track.

Your advisor will help to sort out the key pieces of post and paperwork that you need to keep and will be able to answer any questions or concerns you may have.

The Wealth Management Process

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What we offer

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A focus on financial planning,
not products »

Unlimited telephone & email access to your adviser »

Investment portfolio construction »

Efficient portfolio management »

Regular face to face review meetings with your adviser »

Advice on all aspects of financial planning »

Taxation and estate planning »

Transparent fee based service »

Please note that non-regular, i.e. transactional based, clients will not have access to all of these services.

The value of investments and income from them can go down as well as up. You may not get back the original investment.