How We Work
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How We Work

Understanding that each client has quite different financial requirements, we always begin with a blank sheet of paper and a completely open mind.


Getting to know the client’s requirements, we then tailor an investment strategy that benefits from our vast experience and our unbiased ‘whole of market’ approach. It’s a strategy that is designed to provide financial certainty for the future, just as much as for today.

Step One - Our Strategy

We begin by gaining an in-depth understanding of each client’s objectives.


This allows us to create a financial strategy that benefits fully from our considerable expertise and may include:


  • The sums to be invested.
  • Consideration of periodical payments.
  • Entitlement to state benefits.
  • Personal injury trusts.
  • Future income and capital requirements.


A bespoke investment strategy, tailored to the needs of the individual, is then devised.

Step Two - The Investment Solution

Once we understand the investment objectives, we carry out extensive research in order to hand pick the most appropriate investment products and utilise proven investment funds.


We have access to the best fund managers from the whole of the market and both select and retain funds purely on merit.


After developing what we believe to be the most appropriate investment solution, we present our recommendations in a clear, concise report. We take the time to explain everything in detail, and make certain it’s understood.

Once approved, an investment plan is implemented promptly, to ensure the client enjoys financial security without delay.


Our solution is based on:


  • Immediate and short-term capital requirements.
  • Medium-to-long-term income and expenditure.
  • The client’s understanding of – and attitude to – risk.

Step Three - Continued Support

Uncompromising levels of ongoing support have always set us apart.


By continually monitoring each client’s investment portfolio, we ensure that it performs as planned and meets expectations.


Appreciating that even the best-made financial plans may need to change, we remain close to hand to assist with each client’s evolving financial needs.


Our services include:


  • Monitoring investment fund performance.
  • Asset allocation rebalancing.
  • Utilisation of tax reliefs and allowances.
  • Regular client meetings.
  • Tax planning


Tax mitigation is an essential part of the investment process and we ensure that our strategies incorporate the latest reliefs and allowances.