Becoming a client.
Put simply we begin with the end in mind.
Firstly, we’ll meet and find out if we are right for each other. We’ll discuss your ambitions for a working relationship. If we match yours and vice versa, only then will we ask you to provide detailed information about your finances.
Being a Client
We continuously monitor the progress of the plan. Our dedicated client review meeting process ensures that together we can keep your plan on track as it evolves.
This process of gaining understanding by asking the right questions, evaluating, stress testing, implementing and continually re-evaluating is for us the essence of true financial partnership; and should be the pre-requisite for anyone who is serious about securing the future they desire.