Our Advice Process
The advice we provide is tailored to each individual client and their needs. As an independent firm, we consider the whole of the market, both in terms of product and investment, thus ensuring that each client’s financial arrangements are the most appropriate ones available to them.
- Assess and discuss a client’s current position and objectives
- Assess and analyse prospective lifetime cashflows using modelling tools
- Assess, discuss and agree client’s attitude to risk and capacity for loss, alongside their objectives