Our advice process is broken down into a number of stages so that our clients receive suitable advice.

Initial Consultation

We do not charge for our initial consultation. It is your chance to ask us about our qualifications, experience and how our services are paid for. We give you a document, About Us which summarises our regulatory status and what we do and how we are paid for our work.

We draw up a Client Agreement which you sign and which details what we will do.

Our Research Process

We look at your existing financial arrangements & how they fit in with your objectives.


We always make our recommendations in writing and at our meetings we explain the details carefully. Your long term interests are always our primary goal.

Regular Reviews

We offer clients regular reviews, this is important because the financial world changes so quickly these days and we need to keep your money invested in the most appropriate place.